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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.

Federal Reserve

Fed change is afoot, in more ways than one

 May 01, 2026 |Thomas Garretson, CFA

A new era is at hand at the Fed with Kevin Warsh poised to become the next chair. We look at how this may affect monetary policy ahead and point out that the days when the chair held outsized influence over the institution may be a thing of the past.

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Global Insight Monthly

GI Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed  geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

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Hiker overlooking mountains

2026 Midyear Outlook focus
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Featured

Brian Ford RBC Heritage

Everyone needs a good caddy now and then!

Wed May 01 11:00:00 GMT 2024 | Brian T. Ford, CFP®

Brian explores the similarities of being a golf caddy and a financial advisor and how both involve providing guidance and support to clients.

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Brian Ford RBC Heritage

Everyone needs a good caddy now and then!

Wed May 01 11:00:00 GMT 2024 | Brian T. Ford, CFP®

Brian explores the similarities of being a golf caddy and a financial advisor and how both involve providing guidance and support to clients.

Read more

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