Commentary

Weekly Market Guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.

Commentary

1099 Season – An Opportunity for Tax-Aware Advisors

2022 was a banner year, and not in a good way.

Commentary

Investing With a Flat Yield Curve

Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.

Commentary

New Year Opens Window of Opportunity for Bond Investors

Investors may be able to lock in higher yield levels notes Doug Drabik, Managing Director, Fixed Income Research and Nick Goetze, Managing Director, Fixed Income Solutions.

Commentary

Equities Are Searching for Clarity

Market volatility and the Federal Reserve's efforts to reduce inflation will continue to garner attention.

Commentary

Weekly Market Guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.

Commentary

Federal Reserve Continues Quest to Slow U.S. Economy

Chief Economist Eugenio Alemán and Economist Giampiero Fuentes examine the factors which will contribute to the U.S. economy's path forward in 2023.

Commentary

Markets Look to Rebound From a Volatile 2022

The U.S. economy continually showed its resiliency through a challenging year.

Commentary

How Does SECURE Act 2.0 Change Saving for Retirement?

Washington Policy Analyst Ed Mills outlines key components of the new legislation.

Commentary

Weekly Market Guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.

Commentary

The Pendulum Has Shifted: The Fed Has Become Extremely Risk Averse

Chief Economist Eugenio J. Alemán discusses current economic conditions.

Commentary

Fed Announces 50 Basis Points Rate Hike

The latest adjustment snaps a four-month run of 75 bps interest rate increases by the Fed.

Commentary

Why Is This Time Different?

Many have been asking this question since earlier this year, a question that has no easy answer. As economists – us included – continue to forecast the most ‘telegraphed’ recession in history, it is important to point to those things that make this economic cycle very different from past economic cycles.

Commentary

Final Fed Meeting of 2022 Comes Into Focus For Investors

Review the latest Weekly Headings by CIO Larry Adam.

Commentary

Market Forecasts

Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.