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One of the best assets you can invest in is valuable relationships. For us, that's the relationships we build with our advisors, consultants and clients. Since 1996, we've crafted smart investment strategies centered on risk management and delivered through transparent communication. In this way, we responsibly guide our partners toward tailored, innovative investment solutions.
Our Insights
Big Banks Just Delivered a Message — Are You Listening?
July 18, 2025 — Second quarter earnings from the big six US banks surprised to the upside, revealing a resilient core: strong trading results, stable. . . .
Resilient Labor, Resilient Valuations
July 15, 2025 — The US Labor market has remained remarkably resilient despite concerns about job cuts in the government sector and broader economic headwinds.. . . .
A Muni Minute — Avoid Paying More for Less
July 11, 2025 — In fixed income markets, most investors are familiar with an inverted yield curve — when long-term bonds yield less than short-term. . . .
One Big Beautiful Bill
July 8, 2025 — On July 3rd, Congress approved the sweeping One Big Beautiful Bill Act, which was signed into law on Independence Day, meeting. . . .
Wire to Wire in the First Half of 2025
July 1, 2025 — Standing at the midpoint of 2025, it’s clear that global markets have been anything but ordinary. From DOGE-driven political movements pushing. . . .
Trump, Powell, and the Great Rate Debate
June 26, 2025 — There’s a new twist developing between President Donald Trump and Federal Reserve Chair Jerome Powell. What began as a difference in. . . .
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