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MARKET REVIEW: 2Q 2026
Financial markets staged a dramatic rally to begin the second quarter. Riskier areas of the global stock market, such as emerging markets stocks and U.S. small company stocks, led the way.
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Beyond the Hype: Understanding Blockchain Impact
Over the last decade, few topics have generated as much hype as cryptocurrencies. While these “stores of value” are often dominated by large price swings
MARKET REVIEW: 1Q 2026
Global markets began the year continuing many trends from 2025: foreign stocks outperforming US stocks, the US dollar falling and interest rates trading in a
Your Money Personality Has a Question for You
We’re pleased to welcome Mikelann Valterra, MA, AFC®, as a guest contributor to our blog. In this post, Mikelann shares why understanding your core money
TEAM SPOTLIGHT – David Limoges
Meet David Limoges, Associate Wealth Manager, certified Taekwondo and Kyokushin Karate black belt, and cat uncle of two.
2026 Outlook: Tempered Expectations, Continued Opportunities
2025 was a tumultuous year, but returns across financial markets were surprisingly strong. As we enter 2026, performance expectations across stock and bond markets are
MARKET REVIEW: 4Q 2025
The fourth quarter topped off an impressive year in financial markets with both stocks and bonds moving higher. Such positive results were juxtaposed with what
