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The Importance of a Durable Power of Attorney and Healthcare Advance Directive 03 Jun
Dan Krstevski, CFP® | Jun 03, 2024

The Importance of a Durable Power of Attorney and Healthcare Advance Directive

A durable power of attorney (DPOA) along with a healthcare advance directive are important components of a comprehen­sive estate plan. These legal do...
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June Investment Comments 03 Jun
Eric Wathen, CFA | Jun 03, 2024

June Investment Comments

The S&P 500 has rebounded to all-time highs, up over 10% year-to-date after recovering from a dip of over 5% in April. Earnings season is upon us, wit...
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May Investment Comments 01 May
James M. Skubik, CFA | May 01, 2024

May Investment Comments

The first quarter of 2024 was largely a continuation of the strength the stock market exhibited in 2023. The S&P 500 advanced nearly 11% in Q1, follow...
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Can the Fed Stick the Landing? 01 May
Dan Boyle, CFA | May 01, 2024

Can the Fed Stick the Landing?

Since the Pandemic, the Federal Reserve reminds me of a gymnast that utterly failed his Floor exercise but is trying desperately to stick the landing ...
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The Transatlantic 10% 01 Apr
Miles Putnam, CFA | Apr 01, 2024

The Transatlantic 10%

It never dawned on me how uniquely American my job is until I came to the United Kingdom. I am working remotely from the middle of England for most of...
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April Investment Comments 01 Apr
James Skubik, CFA | Apr 01, 2024

April Investment Comments

Expectations for rate cuts in 2024 have moderated since the beginning of the year. Based on the CME FedWatch Tool, the current expectation is for thre...
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