Insights

October 11, 2024

Market Perspectives October 2024

Capital Markets

By: Wade Austin

In September, capital markets experienced a mix of cautious optimism and heightened volatility as investors navigated through key economic data, central bank policy updates, and geopolitical tensions.

September 4, 2024

Market Perspectives September 2024

Capital Markets

By: Wade Austin

August was marked by heightened volatility across global financial markets, reflecting the complex interplay between central bank actions, inflationary concerns, geopolitical uncertainties and economic growth forecasts.

August 12, 2024

Market Perspectives August 2024

Capital Markets

By: Wade Austin

July was characterized by a notable shift in market dynamics in response to evolving economic indicators and expectations.

July 10, 2024

Market Perspectives July 2024

Capital Markets

By: Wade Austin

Equities climbed to close out the first half of the year as inflation slowly moderated;

May 6, 2024

Market Perspectives May 2024

Capital Markets

By: Wade Austin

After a strong start to the year, April saw a significant shift in capital markets.

May 6, 2024

529 to ROTH

By: Audrey Blanke, Lyric Martin, and Bridget McDermott

Introduction:

In the ever-evolving landscape of personal finance, new rules and regulations can often feel like a labyrinth.

April 9, 2024

Market Perspectives April 2024

Capital Markets

By: Wade Austin

March 2024 saw a continuation of the strong equity rally that began in late 2023 and continued volatility in the bond market.

March 11, 2024

Market Perspectives March 2024

Capital Markets

By: Wade Austin

February 2024 proved to be a month of surprising strength for equities and a continuation of unease in the bond market.

February 12, 2024

Market Perspectives February 2024

Capital Markets

By: Wade Austin

January painted a mixed picture for capital markets, with some asset classes experiencing gains while others saw losses.

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