Market analysis & commentary


Global Insight Weekly

 A concise weekly summary of the major economic events around the world and their impacts on the financial markets.
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Monthly Scorecard

 A practical overview of the important issues dominating the equity markets, including key figures and commentary on potential implications for investors.
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Municipal Market Insight

A monthly publication providing timely and focused analysis on current developments in the municipal bond market.
Read the latest report.




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With over 75 years of combined experience, we help individuals and institutions create, preserve, and transfer wealth. Our core services include investment management, retirement planning, trust & estate planning, credit solutions, asset management, and institutional services.  

Latest Insights

Woman looking over her shoulder

Looking back, looking ahead – with guarded optimism

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

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