Insights

Tariffs, Earnings, and the Markets
Key Data Points to Watch in May Rest of Q1 2025 corporate earnings. The remaining 25% of S&P 500 companies that have not yet reported March quarter earnings will be reporting over the coming weeks. Earnings growth so far has been ahead of expectations, at 12% vs...
Tariffs, Earnings, and the Markets
Key Data Points to Watch in May Rest of Q1 2025 corporate earnings. The remaining 25% of S&P 500 companies that have not yet reported March quarter earnings will be reporting over the coming...

Tariffs: Reciprocal, Universal, and Sectoral
Our optimism for the economy and markets in 2025 has been tempered by the fairly large tariffs...

Immigration, DOGE, and the Impact on the Economy
We remain optimistic about the economic (and therefore market) outlook for 2025, although we are...

Market Weighs Executive Orders and DeepSeek Surprise Against Growing US Economy
In January, we saw the inauguration of a new administration, which has wasted no time in...

Social Security Fairness Act Update
Workers with reduced or eliminated Social Security payments will regain their benefits with a new...

Economic Indicators Are High. Investment Valuations Are Higher.
By Ellen Hazen, CFA®, Chief Market Strategist What We Are Watching in January and in 2025: As we...

The More Things Change, the More They Stay the Same
By Ellen Hazen, CFA®, Chief Market Strategist November Takeaways: The US election early in the...

The Cost of Pet Ownership
By Jessie Butler, CFP®, Principal, Private Client Advisor In January 2023 my family said goodbye...

Is Gold the New Gold?
By Ellen Hazen, CFA®, Chief Market Strategist October Takeaways: Economic surprises in October...

The Benefits of Staying Calm Through Market Volatility
By Ellen Hazen, CFA®, Chief Market Strategist September Takeaways: Inflation continued to ease...

Time IN the Market, Not Timing the Market
By Ellen Hazen, CFA®, Chief Market Strategist August Takeaways: Economic data was mixed. New jobs...