Rising Energy Costs and Supply Chain Issues

It’s impossible to understand today’s economy and markets without a clear perspective on global supply chain disruptions. From computer chips to the availability of workers, supply bottlenecks are raising concerns around economic growth and inflation. Continue reading

A Take on ESG Investing

When it comes to our industry, there are so many acronyms it is easy to get lost! Lately, there is one you may have heard that is sweeping fund companies by storm, earning both endorsements and critiques from some big players: ESG investing. Continue reading

The $35 Trillion Wealth Transfer

The mother of all wealth transfers is coming. Baby Boomer heirs listen up: it’s not quite as soon as they are saying and not quite as much… Continue reading

Navigating Growing Concerns in Q4 2021

As we begin the final quarter of 2021, the economy is shifting from a recovery phase to a sustained expansion. Investor sentiment has shifted alongside this, swinging from bullishness to bearishness. Continue reading