Thought Leadership By Our Team

Equities embraced the clarity of the elections and vaccine news and rallied the entire month. November was certainly a “risk on” month with U.S. small...

With the year-end fast approaching, it is time to consider some strategic moves to reduce your 2020 tax bill. This year’s market activity makes it all the more important for clients and advisors to consider tax saving strategies. Where appropriate, realizing gains...

Biden wins Presidency and Congress remains split. Pfizer announced positive Phase 3 results for its COVID vaccine (11/9/2020) Markets...

President Trump tests positive for COVID-19. Chaotic Presidential debate witnessed by millions. Supreme Court Justice Ruth Bader...

S&P 500 Index rose more than 7%, the best August since 1986. S&P 500 Index is extended and sits...

July recorded the fourth month in a row of positive equity returns around the globe. The markets pushed higher despite the news of COVID...

The second quarter started and ended in quite a different manner with respect to the virus, the economy and the financial markets. Let’s take a look at...

The month of May brought higher returns in both equities and fixed income which may seem counterintuitive given all the bad news we witnessed on a...