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Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Stock market guy

Equity bull cycle intact but rising rates and deteriorating breadth are a concern

Oct 08, 2026 |Robert Sluymer, CFA

The S&P 500’s trend is positive, but rising interest rates remain a concern that has led to deteriorating breadth. The silver lining is that the weakness in many stocks has moved some indicators toward oversold levels that often support a rebound.

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Federal Reserve building with blue sky

Long bonds light a short fuse

Oct 08, 2026 |Thomas Garretson, CFA

Global bond yields have hit fresh multidecade highs, but is this a warning sign or a healthy market recalibration? We explore the structural forces reshaping interest rates worldwide.

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How electric power is increasingly becoming a constraint on U.S. economic growth

Oct 02, 2026 |Tyler Frawley, CFA

For most of the past two decades, the U.S. power system had a relatively simple job: maintaining the grid for an economy where electricity demand barely grew. But that job is changing quickly.

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