Wealth Management

The Pulse on the Economy and Capital Markets: Jan 10 – Jan 14, 2022

At a glance: The markets switched things up last week as U.S. stocks declined and international stocks rebounded. In contrast,…

Read the story

The Pulse on the Economy and Capital Markets: January 3–7, 2022

At a glance: Markets started the year on a low note, as stocks and bonds both declined amid news about…

Read the story

The Pulse on the Economy and Capital Markets: Dec 27 – Dec 31, 2021

At a glance: Overall, the U.S. performed well as stock markets closed out 2021 strong and leading economic indicators are…

Read the story

The Pulse on the Economy and Capital Markets: Dec 6 – Dec 10, 2021

At a glance: Overall, stock markets across the globe rebounded last week as inflation increases to levels not seen in…

Read the story

The Pulse on the Economy and Capital Markets: Nov 29 – Dec 3, 2021

At a glance: Overall, the markets struggled with commodities and crypto declining and Bitcoin fell 15 percent over the weekend….

Read the story

The Pulse on the Economy and Capital Markets: Nov 22 – Nov 26, 2021

At a glance: Overall, the markets declined largely due to the Omicron variant and unknown fears of the economy shutting…

Read the story

The Pulse on the Economy and Capital Markets: Nov 8 – Nov 12, 2021

At a glance: Overall higher than expected inflation caused the stock market and bond market to decline while bitcoin and…

Read the story

The Pulse on the Economy and Capital Markets: Nov 1 – Nov 5, 2021

At a glance: Overall markets continued their impressive streak higher with smaller companies leading the way. The infrastructure bill is…

Read the story

New Audit Standard Places Increased Responsibilities on Benefit Plan Sponsors

At a glance Main takeaway: The Employee Retirement Income Security Act is set to significantly increase reporting responsibilities for benefit…

Read the story

The Pulse on the Economy and Capital Markets: Oct 25 – Oct 29, 2021

At a glance: Overall markets close October strong with stocks up nearly six percent for the month. Nasdaq, Dow Jones…

Read the story