Insights

May 6, 2024

529 to ROTH

By: Audrey Blanke, Bridget McDermott, and Lyric Martin

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.

January 9, 2024

Market Perspectives January 2024

Capital Markets

By: Wade Austin

December was a month of festive cheer for capital markets, with investors enjoying the strong finish to the year.

December 6, 2023

Market Perspectives December 2023

Capital Markets

By: Wade Austin

For investors, November was a month to remember as U.S.

October 9, 2023

Market Perspectives October 2023

Capital Markets

By: Wade Austin

Sept.

September 11, 2023

Market Perspectives September 2023

Capital Markets

By: Wade Austin

Markets experienced increased volatility in August, mainly due to a spike in bond yields.

August 10, 2023

Market Perspectives August 2023

Capital Markets

By: Wade Austin

Entering 2023, the consensus view among economists was that a recession was a near certainty by year-end.

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