Insights

October 13, 2021

Market Perspectives October 2021

Capital Markets

By: Wade Austin

The global stock rally stalled in September as accumulating headwinds weighed on markets.

September 10, 2021

Market Perspectives September 2021

Capital Markets

By: Wade Austin

Despite worries emanating from surging Delta variant cases and the associated sharp drop in consumer sentiment, investors focused on the positives in August, spurring the S&P 500 3% higher and to its 6th best August YTD performance since 1950.

August 11, 2021

Market Perspectives August 2021

Capital Markets

By: Wade Austin

Fueled by near-record level earnings and revenue beats, the S&P 500 continued to grind higher in July gaining 2.4% and posting its 6th consecutive month of positive total returns.

July 13, 2021

Market Perspectives July 2021

Capital Markets

By: Wade Austin 

The US economy has not completely recovered from the pandemic yet booming economic activity during Q2 propelled the S&P 500 to an all-time closing high of 4,297 on June 30th- its 34th new closing high of the year.

June 17, 2021

Return Targets and Risk

By: Robert R. Shaw

While not common today, some institutions maintain a return target* in their investment policy statements.

June 8, 2021

Market Perspectives June 2021

Capital Markets

By: Wade Austin

Driven by a rapid lifting of economic restrictions throughout most of the U.S., stocks in May posted their fourth consecutive month of gains as the S&P 500 closed at 4,204 –

May 19, 2021

Qualified Charitable Distribution vs. Appreciated Stock Gifting

By: Mary Alex Edmiston

Are you looking to donate to a charity?

April 9, 2021

Market Perspectives April 2021

Capital Markets

By: Wade Austin

March marked the one year anniversary of when the government’s top infectious disease expert recommended a 14 day national shutdown to slow the spread of the coronavirus.

March 26, 2021

IRS extends tax filing and payment deadline

By: Ivan Lukic

The Internal Revenue Service (IRS) has extended this year’s federal income tax filing due date from April 15, 2021, to May 17, 2021.

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