With more than 100 years of combined experience in wealth management, our team helps affluent individuals pursue their financial goals by providing thoughtful and professional guidance. We take great pride in helping people simplify and streamline their financial lives so that they have the time and resources to spend in other areas of their lives. Our passion is assisting families in our community who have achieved significant wealth by making the complex simple.
The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.
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Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fears are now growing that AI could also disrupt sectors, hurt workers, and pose a risk to the economy.
