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.

Smiling woman

The 2023 investment story: Elements of surprise

Jan 05, 2024 |Kelly Bogdanova

In a plot twist for equity markets, the expected pain in 2023 became gain. We explore five catalysts that turned the U.S. investment environment on its head.

Read more

Janet Engels and Tyler Lunke

Audio commentary – 2024 Outlook: Crosscurrents and opportunities

Jan 04, 2024 |Janet Engels and Tylar Lunke

2023 was a year of surprises. What’s in store for 2024? Janet and Tylar discuss some crosscurrents and where to find potential opportunities.

Read more

Let's take the next step

If anything you've read here inspires an investment idea or you'd like to discuss a topic in more detail, please contact us.
Contact us