Wealth Management
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…
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…
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…
The Pulse on the Economy and Capital Markets: Oct 18 – Oct 22, 2021
At a glance: Overall equity markets remain strong with companies’ earnings driving the upwards momentum. With roughly 25% of S&P…
The Pulse on the Economy and Capital Markets: Oct 11 – Oct 15, 2021
At a glance: Overall, markets showed a strong start to earnings season as bank executives are positive about the health…
The Pulse on the Economy and Capital Markets: Oct 4 – Oct 8, 2021
At a glance: Markets rise in “basic industries” as bonds declined from higher rates. Service companies remain strong and the…
The Pulse on the Economy and Capital Markets: Sept 27– Oct 01, 2021
At a glance: Financial markets were weak signaling rising concerns about inflation. We received higher core inflation readings, excluding food…
The Pulse on the Economy and Capital Markets: September 20–24, 2021
At a glance Last week, markets opened down as the Evergrande debt crisis loomed, by week’s close, US markets were…
The Pulse on the Economy and Capital Markets: September 13–17, 2021
At a glance: Last week, we continued to see weakness in stocks, while bonds outperformed — signaling that investors are…
The Pulse on the Economy and Capital Markets: September 6–10, 2021
At a glance Last week US stocks underperformed International, and stocks globally underperformed bonds as investors question upcoming earnings. Stock…