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MARKET REVIEW: 3Q 2026
Geopolitical tensions and rising interest rates shaped the quarter, but resilient markets, solid economic growth, and strong corporate earnings kept investors focused on fundamentals.
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Debt, Deficits, and Duration: The New Rate Reality
Recent increases in long-term interest rates and actions of the current administration have renewed media attention on the sustainability of U.S. government debt and on
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.
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.
