Staying Constructive Amid Higher Rates and Energy Costs
September 28, 2026
Entering the final quarter of 2026, investors are navigating an environment characterized by higher oil prices, elevated interest rates, geopolitical...
Market Commentary
October 5, 2026
A Resilient Economy With Earnings Still in the Driver’s Seat
What September’s Jobs Report Says About the Labor Market Friday’s jobs report was weak on its face. Employers added just 29,000 jobs in September, well below expectations, and revisions subtracted 60,000 from July and August. The three-month moving average now stands at roughly 51,000 jobs per...
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Why Intermediate & Long-Term Muni Yields are Compelling Right Now
September 21, 2026
The Rate Backdrop On September 16th, the Federal Open Market Committee (FOMC) raised the Fed Funds rate by 25 basis points to 3.75%–4.00%, its...
Resilient So Far
September 14, 2026
The U.S. equity market has enjoyed a fairly quiet and orderly run so far in 2026. After initially declining by 7.7% at the beginning of the Iran...
Navigating the Crossroads
September 8, 2026
Strong Employment Data Complicates the Fed’s September Rate Decision Without any doubt, the August employment report was quite strong, which...
The Mercosur Moment
August 31, 2026
We believe the provisional implementation of the EU–Mercosur Interim Trade Agreement (iTA) on May 1, 2026 represents one of the most consequential...
At High Enough Interest Rates, Everyone Starts to Care
August 24, 2026
Rising interest rates are dominating the headlines and, many would argue, for good reason. The 30-year Treasury yield hit a post-GFC (Global...
A Thought Experiment
August 17, 2026
Assume a Vacuum Albert Einstein used thought experiments to develop his theory of relativity — riding alongside a beam of light, falling in an...
Digging Beneath the Surface
August 10, 2026
The July Jobs Report Tells a More Complicated Story The Bureau of Labor Statistics reported a job loss of 23,000 for July, but the underlying data is...
Financial Advisor Time Management: The Cost of Doing It All
August 5, 2026
Most financial advisors didn’t start their firms because they wanted to spend their days rebalancing portfolios, researching investments,...
Earnings Fundamentals Remain Sound, Despite the Noise
August 3, 2026
Recent weeks have reminded investors that strong corporate fundamentals do not eliminate market volatility. The Federal Reserve’s July decision...
The Mouse that Roared
July 27, 2026
Geopolitical Tensions Create New Risks for Markets and Global Trade The U.S. economic and geopolitical landscapes have shifted continuously since...
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