Credit Concerns and “Cockroaches”
Since 2008, significant lending activity has shifted to “non-depository financial institutions” (NDFIs) such as private credit funds, mortgage companies, insurance companies, online lenders, and more.
Last Week on Wall Street: Tough Week for Tech Stocks [Nov. 10-2025]
Stocks hit a rough patch last week as fresh labor market data, low consumer sentiment, and the ongoing government shutdown unnerved investors.
Monthly Market Update: Stocks Hit New Highs as Market Navigates Shutdown, Fed Policy, & AI Spending
Stocks hit new highs as the market navigates shutdowns and Fed policy changes. Learn about this month’s market dynamics.
Last Week on Wall Street: A Cautious Fed [Nov. 3-2025]
Stocks rose last week as trade developments, positive Q3 corporate results, and momentum in megacap tech drove another rally, despite some cautious comments from the Fed.
The Role of Dividends as the Fed Cuts Rates
While dividends are often seen as boring, especially compared to high-flying stocks that attract investor and media attention, the reality is that the role of dividends in portfolios should not be overlooked.
Last Week on Wall Street: Happy Q3 Results in Upbeat Market [Oct. 27-2025]
Stocks rose last week thanks to a full slate of upbeat third-quarter corporate results and mild inflation data, which helped soften concerns over trade tensions with China.
Chart of the Month | Consumers Are Optimistic About the Market, But Cautious on Economy
Recent consumer survey data has revealed a widening gap between how consumers view the stock market and the economy.
Last Week on Wall Street: Stocks Boost on Strong Q3 Results
Stocks pushed higher last week, buoyed by strong third-quarter results posted by several money center banks.
Quarterly Webinar: Q4 2025 Market and Economic Themes
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 4th quarter of 2025.
Are You Holding Too Much Cash?
Of course, there’s always a place for the greenback in investment portfolios, but are you holding too much cash?
Last Week on Wall Street: Trade Concerns Hit Stocks [Oct. 13-2025]
Stocks fell last week amid concerns about trade with China, following an unsteady rally to record highs over the first half of the week.
3rd Quarter 2025 Market and Economic Review
Markets carried their strong momentum from Q2 into Q3, with the S&P 500, Nasdaq, and small-cap stocks each hitting new highs.
Last Week on Wall Street: Stocks Advance, Despite D.C. Shutdown [Oct. 6-2025]
Stocks advanced last week despite the D.C. shutdown. Discover how the markets reacted amid government uncertainties.
Yep, Another Government Shutdown
It’s Groundhog Day, folks! Washington is back in the headlines as the federal government faces a shutdown if policymakers can’t reach a new funding agreement.
Last Week on Wall Street: Stocks React to Powell Comments [Sep. 29-2025]
Stocks fell last week, buffeted by concerns about stock price valuations and a possible government shutdown.
