Our Commentary

Ukraine Invasion Jolts Markets
Special Market Update Russia’s unprovoked invasion of Ukraine, a sovereign country with a democratically elected government that poses no security

Investors Eyeing Ukraine, Fed
Mid-Quarter Update U.S. equities have continued to drop in recent weeks. Today, the S&P 500 fell into what is considered

How to Survive a Bear Market
For investors, bear markets (a stock market decline of 20% or more) are obviously very unpleasant. However, through history they

Stocks & Bonds Struggle in New Year
2022 Investment Outlook While markets ended 2021 on a high note, with U.S. stock indexes essentially at their all-time highs,

Powell Divides Market
Markets remain mostly content as we head into the Thanksgiving Day holiday. U.S. equity indexes are close to their all-time

It’s a Great Time to Consider Roth Conversions
With the end of 2021 approaching, and with historically low tax rates likely to increase, now is an excellent time

Markets Facing a Few Hurdles
In general, 2021 has been a productive year so far for investors. Most major equity indexes in the U.S. and

How Will Tax Law Changes Affect You?
Taxes can be a big drain on investors seeking to retain or increase their wealth. Thus, it makes good sense

Will Delta Delay the Fed?
Global financial markets had a remarkably serene and productive summer in the face of several challenges to investor sentiment, with