Insights

January 10, 2023

Market Perspectives January 2023

Capital Markets

By: Wade Austin

2022 was a dismal year for markets and one most investors would love to forget.

January 4, 2023

SECURE Act 2.0

By: Justin Louis

Looking ahead to a new year often reminds us of how our lives evolve and of the opportunities we have to refine our plans for the future. 

November 8, 2022

Market Perspectives November 2022

Capital Markets

By: Wade Austin

On the heels of one of the worst Septembers on record, U.S.

November 3, 2022

Student Loan Relief

By: Dawson Fielding

The Biden administration announced in August that it planned to forgive student and parent federal loans. 

October 11, 2022

Market Perspectives October 2022

Capital Markets

By: Wade Austin

A growing consensus of investors felt equities’ June lows were behind us after the S&P 500 cut its YTD losses in half by mid-August.

September 15, 2022

Market Perspectives September 2022

Capital Markets

By: Wade Austin

The summer rally (that began mid-June, gained impressive momentum in July, and broadened during early August) lifted asset prices across the board.

July 12, 2022

Market Perspectives July 2022

Capital Markets

By: Wade Austin

After flirting with bear market territory in mid-May, equity markets rebounded off their lows through early June on emerging signs that inflation had finally peaked by April.

June 8, 2022

Market Perspectives June 2022

Capital Markets

By: Wade Austin

Investors were relieved to eke out modest gains in broad stock and bond indices in May after yet another extremely volatile month for capital markets.

May 10, 2022

Market Perspectives May 2022

Capital Markets

By: Wade Austin

The magnitude of risk factors associated with inflation, war, and disease mounted in April leaving investors with few places to hide.

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