The Fed raises the bar for lower rates

 October 31, 2025 |Thomas Garretson, CFA

Despite a second consecutive rate cut, a hawkish turn from the Fed supports our view that it’s on hold until at least 2026. While that may have previously caused market turbulence, investors seem content with the idea the Fed has already done enough.

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AI’s big leaps in 2025

 October 03, 2025 |Frédérique Carrier

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and explain how its promise is matched against technological, economic, and geopolitical challenges.

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Tech steals the Q2 earnings show

Tech steals the Q2 earnings show

 August 11, 2025 |Kelly Bogdanova

There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.

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September market shifts & Estate Planning: Protecting Your Loved Ones, Including Pets

 September 24, 2024 |Saurav Arora
September Market Shifts Last week, the Fed cut rates by .50%, more than consensus surveys had expected. Revised rate projections also show more rate cuts are in the pipeline, than previously anticipated. Investors may be concerned that the Fed is getting...
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