Fair warning to those looking for direct exposure to Bitcoin – you will not find it in these new ETFs. That’s because they are investing in Bitcoin futures contracts, not Bitcoin. Continue reading
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
The stock market had a great second half of the week, bolstered by better-than-expected earnings reports, relatively encouraging economic data, and improving technical factors. Continue reading
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 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
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
The S&P 500 advanced 0.8% this week, overcoming a tough Monday session, as investors bought the dip and breathed a sigh of relief that a debt-ceiling agreement was reached in the Senate. Continue reading
Capitol Hill is producing more drama than Hollywood. We’ve got bold statements, ultimatums, cliff-hangers, and confusing sequels. Continue reading
Please find below our quarterly market review and commentary for the 3rd quarter of 2021. We hope you find it helpful. Please let us know if you have any questions. Continue reading
Selling momentum returned to the stock market this week amid a host of concerns, including rising rates and valuations, which saw all major indices fall. Continue reading