Insights

Household Belt-Tightening May Drive More Balanced Economy
By Ellen Hazen, CFA, Chief Market Strategist
Household Belt-Tightening May Drive More Balanced Economy
By Ellen Hazen, CFA, Chief Market Strategist

Debt – Does It Matter?
By Ellen Hazen, CFA®, Chief Market Strategist August Takeaways: The US economy continues to be...

Healthy Breadth
By Ellen Hazen, CFA, Chief Market Strategist July Takeaways: The US economy continues to chug...

Patience
By Ellen Hazen, CFA®, Chief Market Strategist June Takeaways: The debt ceiling was suspended on...

Keeping Second Homes in the Family
There are over 7.5 million second homes in the USA owned by 5.5% of the population. These are the...

Recession? Not So Fast
By Ellen Hazen, CFA®, Chief Market Strategist May Takeaways: Second quarter earnings season...

Market Strength Masks Underlying Issues
By Ellen Hazen, CFA®, Chief Market Strategist April Takeaways: Earnings season began in full...

Crosscurrents
By Ellen Hazen, CFA®, Chief Market Strategist March Takeaways: Stocks rebounded in March: March...

Our Thoughts on Silicon Valley Bank
By Ellen Hazen, CFA®, Chief Market Strategist The Investment Team would like to update you on our...

Sizing Corporate Layoffs
By Ellen Hazen, CFA®, Chief Market Strategist February Takeaways: Stocks weakened modestly during...

Earnings Deceleration
By Ellen Hazen, CFA®, Chief Market Strategist January Takeaways: After 2022’s 18% decline, US...