Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.
The Federal Reserve chair got the ‘family fight’ he wanted at this week’s meeting, but now might have a fight with the market. With the 30-year Treasury yield near a two-decade high, we look at where policy and yields could go from here.
RBC Economics breaks down the key vulnerabilities in the U.S. economic landscape as the second half of the year gets underway.
When you need cash fast, a securities-based loan may be more cost-effective than selling appreciated assets. A simple equation can help you weigh your options.
The technical backdrop for equity markets remains positive with healthy participation across sectors. However, a breakout by U.S. long-term rates above their 2.5-year trading ranges would risk the equity market cycle that began in Q4 2022.
Unprecedented volatility has South Korean equities in the spotlight. The MSCI Korea Index surged 150 percent to its June peak before a selloff of 25 percent within a month. We explore the impetus for this and where we believe the market is heading.
Model providers and hyperscalers may not capture the significant AI-generated value many investors project. We explore how enterprises are looking to control costs, where value is accruing, and how it could affect the investment landscape.
Tax savings can be a powerful motivator for moving states, but it’s not the only factor to consider.
While semiconductor stock performance dominated headlines in the first half, the U.S. equity rally is more than a simple semi story. We dissect four key catalysts that held sway over performance and provide thoughts on what lies ahead for investors.
Businesses may increasingly find their ability to pass higher prices on to U.S. consumers is eroding for the first time after the pandemic.
