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Value statement

We help high net worth families and small businesses achieve their financial goals by creating and implementing comprehensive wealth management plans that focus on accumulating, protecting and transferring wealth.

 

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

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Learn more about the Costley McCluey Wealth Management Group.

Latest Insights

Stepping stones

Equity bull cycle intact but rising long-term rates are a growing risk

Jul 24, 2026 | Robert Sluymer, CFA

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.

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