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Executive Summary

Rising costs have been a reality for much of 2021, though we anticipate the pace of increases to moderate in 2022 as energy prices...

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A new year is underway, and it started off in a relatively inauspicious way for market participants. First the positive news – the US unemployment...

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Happy New Year!

For many investors, 2021 was a year of robust gains with the S&P 500 index returning nearly 29%, but there was significant dispersion...

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As we approach the beginning of a new year, it is only natural to reflect upon the year that was to remind ourselves how we arrived at this moment....

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The past week was filled with both ups and downs for risk assets, as markets struggled to digest news related to the Covid-19 omicron variant,...

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Inflation was once again a headline last week as the US Consumer Price Index (CPI) released its most recent reading. The November CPI report stated...

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Overall Risk-Taking Score

  • The overall environment for accepting investment risk is slightly positive. This means that we advocate that client...
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The Friday following Thanksgiving, typically a quiet day in equity markets, was anything but quiet this year as news of a significantly mutated...

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Electric vehicles, also referred to as “EVs”, are getting renewed interest from both consumers and investors after Rivian stock skyrocketed after...

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