Insights

Perspectives from our advisors on investing, markets, planning, and what’s worth your attention.

Beyond the Bell: The Bar Gets Raised

Markets reached new highs as broader participation, resilient earnings, and international strength helped raise the bar for the second half of 2026.

Chart of the Week: Global Bond Yields Surging

Chart of the Week: Momentum Reversal

Chart of the Week: Global Bond Yields Surging

Chart of the Week: Momentum Reversal

Chart of the Week: S&P 500 earnings estimates

2026 Midyear Market Review: A Tale of Two Quarters

AI’s Expanding Footprint

The Evolving Outlook for Rates

The Brew: The 2026 IPO Class – Real Innovation, Realistic Expectations

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Dated Material

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