A New Era for Federal Reserve Leadership
By TJ Klein, CFA® The Federal Reserve (Fed), the central bank of the United States, is one of the most important factors affecting the economy, markets, and investors, as it controls…
The World of Alternative Investments
By Lisa Schreiber Markets have a way of reminding investors that no single asset class outperforms across every market environment. Recent market cycles have reinforced the importance of diversification. As investors…
The Era of Mega IPOs Has Arrived
By Lisa Schreiber For decades, the initial public offering (IPO) has served as a defining milestone for companies seeking access to public capital markets. Yet a new era of mega IPOs…
The Mood vs. Reality
By Lisa Schreiber Last week's US consumer sentiment survey, released by the University of MIchigan, delivered a striking signal about how Americans are feeling about the economy and their personal finances.…
Dethroning the Dollar – Easier Said Than Done
By Tyler Ellegard, CFA® The U.S. dollar has long been the cornerstone of the global financial system — the world's primary reserve currency, accounting for roughly 58%1 of global reserves, and the…
Tariffs are so 2025 – or are they?
By Lisa Schreiber Nearly one year after “Liberation Day” — when the administration introduced sweeping tariffs on major U.S. trading partners, trade policy has taken another sharp turn. On Feb. 20,…
Geopolitical Risk and Opportunity
By Kyle Bergacker Geopolitical conflict has long influenced financial markets, but its impact today looks different than in the past. Rather than pushing the entire market higher or lower, geopolitical risk…
The Diverging Paths of the US Consumer
By Kyle Bergacker, CFA® The US consumer remains central to economic momentum, yet the picture today is more complicated than a single data point or trend can capture. While overall spending…
Bitcoin and the Bear
By Lisa Schreiber Coming into 2025, the backdrop seemed perfect for Bitcoin: expectations for multiple interest rate cuts, a more favorable regulatory landscape and growing institutional adoption created strong tailwinds. These…
Demystifying Alternative Investments
By Kyle Bergacker Alternative investments often carry an air of complexity, frequently misunderstood as exotic, overly volatile, or exclusive to the ultra-wealthy. Yet, for clients, these assets offer a compelling…