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Valuable Lessons to Teach Children to Save
Financial literacy isn’t just about balancing a checkbook or understanding interest rates; it’s about cultivating a mindset of responsibility, planning, and foresight.
The Ever-Changing Market Narrative | Weekly Market Commentary | April 22, 2024
Volatility has come back into the market as the narrative shifted toward a higher-for-longer monetary policy backdrop.
Revisiting Energy | Weekly Market Commentary | April 15, 2024
As the first quarter earnings season kicked off on April 12, expectations for the energy sector were decidedly negative. That low bar has tempted analysts to forecast a series of positive surprises as recent data releases for both the U.S. and China suggest a stronger economic underpinning, and the manufacturing sector appears to have bottomed in both countries. Oil demand — and prices — typically follow rising manufacturing and factory output, while rising consumer sentiment normally portends an increase in air travel, which also requires higher oil allocations.
IMPORTANT UPDATE: Action Required for Adobe Document Deliveries | April 17, 2024
As you may have noticed, we recently transitioned to a new e-signature platform, Adobe Sign. Unfortunately, with email providers now increasing their security measures, some
What To Watch This Earnings Season | Weekly Market Commentary | April 8, 2024
This quarter will seem quite similar to the fourth in terms of growth and drivers, with mega cap technology leading the way. But importantly, the point when the “493” will start contributing to overall profits is drawing closer (the 493 refers to the S&P 500 minus the seven mega cap technology stocks). Here we preview first quarter earnings season, which will benefit from an improving economic environment and continued strength in technology.
IPOs as a Market Tell: What a Recent Uptick Could Mean | Weekly Market Commentary | April 1, 2024
The initial public offering (IPO) market allows institutional investors to incorporate the macroeconomic landscape with individual corporate earnings data — and future earnings forecasts —
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