It’s finally here! The hottest and most anticipated Initial Public Offering (IPO) is being launched today, June 12. We can’t recall an IPO as hot or...

The official start of summer is around the corner, and warmer weather is ahead. For 2026, that also means the midterm election season is heating up....

“Sell in May and go away” is an old Wall Street adage suggesting summer months offer lackluster returns. The inference is that investors are better...

Perception versus reality. When asked how optimistic or pessimistic one feels about their finances, individuals have been answering that question...

While the U.S. has maintained a dominant lead over international markets for nearly two decades, we are beginning to see a structural shift in how...

“Don’t fight the Fed.” A popular cliché describing the importance of monetary policy’s effects on the financial markets. The Federal Reserve (Fed)...

One of the most overlooked components of portfolio construction is Asset Location. While Asset Allocation determines the mix of stocks, bonds, and...