Insights
The Benefits of Staying Calm Through Market Volatility
By Ellen Hazen, CFA®, Chief Market Strategist September Takeaways: Inflation continued to ease with the Consumer Price Index increasing at 2.5%, down from 2.9% in the prior month The Federal Reserve (“Fed”) reduced interest rates. Mid-month, the Fed reduced its...
The Benefits of Staying Calm Through Market Volatility
By Ellen Hazen, CFA®, Chief Market Strategist September Takeaways: Inflation continued to ease with the Consumer Price Index increasing at 2.5%, down from 2.9% in the prior month The Federal Reserve...
Time IN the Market, Not Timing the Market
By Ellen Hazen, CFA®, Chief Market Strategist August Takeaways: Economic data was mixed. New jobs...
Can Small Caps Catch Up?
By Ellen Hazen, CFA®, Chief Market Strategist July Takeaways: Small-capitalization US equities...
Democratizing Alternative Investments
By Ellen Hazen, CFA®, Chief Market Strategist June Takeaways: The Federal Reserve (“Fed”)...
Artificial Intelligence – Expect Volatility Along with Growth
By Ellen Hazen, CFA®, Chief Market Strategist May Takeaways: The Federal Reserve kept short-term...
Checking in with Your 401(k)
Amidst the hustle and bustle of everyday life, many of us don't have the time or energy to monitor...
Checking in on the US Consumer
By Ellen Hazen, CFA®, Chief Market Strategist April Takeaways: Decent corporate earnings but muted...
Will Market Breadth Spread Beyond Large Cap Stocks?
By Ellen Hazen, CFA®, Chief Market Strategist March Takeaways: Jobs are still strong. The US...
Small Is Beautiful. Big Is Beautiful. Which Is It?
By Ellen Hazen, CFA®, Chief Market Strategist February Takeaways: Strong US labor market. January...
Bitcoin – the ETF Era
By Ellen Hazen, CFA®, Chief Market Strategist January Takeaways: Q4 GDP was very strong at +3.3%....
Resolutions for 2024: Best Practices
By FLPutnam Improving one’s finances and improving relationships are two very popular New Year’s...