Insights
Resilience: Rate Cuts, Tax Breaks, and Broadening Earnings
The U.S. economy enters 2026 with solid momentum, supported by policy tailwinds and continued AI investment, creating opportunities for broader equity leadership and selective fixed income positioning.
Resilience: Rate Cuts, Tax Breaks, and Broadening Earnings
The U.S. economy enters 2026 with solid momentum, supported by policy tailwinds and continued AI investment, creating opportunities for broader equity leadership and selective fixed income positioning.
Navigating a K-shaped Economy
By Ellen Hazen, CFA®, Chief Market Strategist What We’re Watching in December Jobs. November...
Charitable Giving – Make 2025 Count
By Jill Hibyan, CTFA, CFP®, and Susan John, CFP® Beginning in 2026, the One Big Beautiful Bill Act...
Executive Compensation: Understanding RSUs
By Tom Burleigh, CFP®, CTFA® and Landon Fritch, CFP® As organizations seek ways to align employees...
Is AI in a Bubble?
By Ellen Hazen, CFA®, Chief Market Strategist What We’re Watching in November Will the government...
The Market’s Take on the Latest Government Shutdown
By Ellen Hazen, CFA®, Chief Market Strategist What We Are Watching in October Government shutdown....
The Changing Role of State Capitalism
By Ellen Hazen, CFA®, Chief Market Strategist What We Are Watching for in September Federal...
Executive Compensation
By Tom Burleigh, CFP®, CTFA® and Landon Fritch, CFP® Companies looking to attract and retain top...
Steady Fed Rates, Jobs Slowdown, and the GENIUS Act
By Ellen Hazen, CFA®, Chief Market Strategist What We Are Watching for in August Tariff updates....
OBBBA Planning Considerations
Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) contains a variety of...
What the One Big Beautiful Bill Could Mean for Investing
What We Are Watching for in July Tax bill update. As of this writing, both the House and the...
FLP Webinar Series: FLP Webinar Series: Long Term Care Insurance – Is it still working? What you need to know now.
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