Your source for valuable insights

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.

Waiting

You can wait-and-see everything

Oct 30, 2026 |Thomas Garretson, CFA

The Fed under Chair Kevin Warsh has offered tough talk but little follow-through. After another Fed meeting that left investors wanting and waiting, we examine the latest messaging and what it might mean, if anything, going forward.

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Tree at sunrise

What can wait: finances in the first months after losing a spouse

Oct 28, 2026 |Andy Foldenauer

After the loss of a spouse, it can feel as though every financial decision is urgent. Some matters do need prompt attention, but many larger decisions can wait. This article separates the two, with notes for surviving spouses and adult children.

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Tanker

Middle East: Ongoing conflicts, inescapable effects

Oct 23, 2026 |Kelly Bogdanova

While the Q3 earnings season is capturing investors’ attention, we have one eye on the Middle East crisis as we believe it is the most underappreciated risk for equity markets and the economy.

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multigenerational family meal

Four ways to pass down your family home to your children

Oct 22, 2026 |RBC Wealth Management

Key considerations for choosing how to transfer your family home to the next generation.

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lake view

What an inheritance changes

Oct 12, 2026 |Andy Foldenauer

An inheritance can change more than a balance sheet. This article looks at four areas it often affects, from inherited retirement accounts to a shared family vacation home.

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couple standing together

The few retirement decisions that are hard to undo

Oct 09, 2026 |Andy Foldenauer

Most retirement decisions can be adjusted along the way. A few, including when to claim Social Security and how to enroll in Medicare, are much harder to change. This article focuses on those.

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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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Featured

Financial advisor and woman talking

Beyond red flags: a practical family guide to modern fraud

Fri Sep 25 16:12:00 GMT 2026 | Andy Foldenauer

Scams no longer come with obvious warning signs. This guide offers a simple routine for checking unexpected requests before money moves, ways to make it easier for a family member to ask for help, and account safeguards worth considering.

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Financial advisor and woman talking

Beyond red flags: a practical family guide to modern fraud

Fri Sep 25 16:12:00 GMT 2026 | Andy Foldenauer

Scams no longer come with obvious warning signs. This guide offers a simple routine for checking unexpected requests before money moves, ways to make it easier for a family member to ask for help, and account safeguards worth considering.

Read more

Global Insight Monthly

GI Monthly

Long bonds light a short fuse

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.

Read more in Global Insight Monthly