Bitcoin and the Bear
By Lisa Schreiber Coming into 2025, the backdrop seemed perfect for Bitcoin: expectations for multiple interest rate cuts, a more favorable regulatory landscape and growing institutional adoption created strong tailwinds. These…
Demystifying Alternative Investments
By Kyle Bergacker Alternative investments often carry an air of complexity, frequently misunderstood as exotic, overly volatile, or exclusive to the ultra-wealthy. Yet, for clients, these assets offer a compelling opportunity…
Don’t Fight The Fed
By Tyler Ellegard In financial markets, a variety of well-known aphorisms often guide investor behavior — phrases such as “So goes January, so goes the year,” “Buy low, sell high,” and “Sell in May and…
The Optimist’s Case
By Lisa Schreiber “Both optimists and pessimists contribute to society. The optimist invents the aeroplane, the pessimist the parachute.” — George Bernard Shaw In a market environment often clouded by uncertainty, the…
US Labor Market: Balancing Growth and Uncertainty
By Kyle Bergacker The US labor market has navigated a complex landscape over the past two years, balancing resilience with emerging challenges. Over the last few years, the labor market…
Momentum In International
By Tyler Ellegard After years of US stock market dominance, international stocks are staging a comeback in 2025. So far this year, international developed and emerging markets have outperformed their American…
Spring Swings
By Lisa Schreiber As we are entering the warmer months of the year, investors experienced some April-like weather in the stock market last month. Adding to the uncertainty, one of Wall…
Art of the Deal or Economic Uncertainty: Analyzing Trump’s Tariff Strategy
By Keith Gangl The speculation about potential tariff impacts on the US economy and markets has been pervasive since February. President Trump’s April 2 announcement, proclaimed as “Liberation Day,” surprised markets…
The Impact of Tariffs
The US stock market, as measured by the S&P 500 Index, reached an all-time high on February 19 of this year but has since retreated amid escalating tariff tensions and…
Navigating Stock Market Volatility
Stock market volatility is the movement or swing in stock prices. Volatility can make investors anxious as stock prices rise and fall, especially when markets experience a pullback. In the…