Wealth Management
The Pulse – What’s Happening in the Economy and the Capital Markets Dates covered: 2/1/21 – 2/5/21
Executive Summary It was a strong week in the markets, reflecting a good earnings season — but with the positive…
The Pulse – What’s happening in the Economy and the Capital Markets : 1/18/21 – 1/22/21
Executive Summary The economy and the markets are continuing their healthy start to the year — recent government data shows…
2021 Commercial Real Estate Forecast Data
By studying the architectural billing index and REIT spreads compared to bonds we can extrapolate trends to help us better…
The Pulse – What’s happening in the Economy and the Capital Markets: 11/23/20 – 11/27/20
Executive Summary The separation between Wall Street and Main Street re-emerged this week with Wall Street reporting a very strong…
The Fundamentals – Pulse on the Economy and Capital Markets: 8/31/20 – 9/4/20
Executive Summary Ahead of the holiday weekend, the employment and manufacturing numbers showed the rebound continues, though the headline employment…
The Venture Capital Market – March 2020
By: Simeon Wallis, Chief Investment Officer, Wealth Management Key Trends As “exit multiples” – i.e. the multiples paid for venture-backed…
The SECURE Act Passed – What does it mean for you?
By Michael Saulnier, Director, Retirment Plan Services On Dec. 20, 2019, President Trump signed a new Act into law that…
Spending Bill Extends Tax Breaks, Adds Retirement Account Provisions
With its winter recess looming before it, Congress has engaged in a flurry of activity. Most notably, it reached agreement…