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.
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With over 55 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

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Not a phantom rally in equity markets

We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.

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