Insight Newsletter—Summer 2024

September 19, 2024

Our Insight Newsletter is now available. Included in this edition:

Investment Commentary
Our Thoughts on recent market volatility
And More

View the Newsletter.

Third Quarter 2024 Investment Commentary

Helpful Insights

Investment Perspectives

Second Quarter 2025 Recap: Investment Commentary Summary

In the second quarter, global markets faced a complex mix of encouraging economic data, geopolitical uncertainty, and evolving central bank policies. Nonetheless, stocks had a strong quarter, and bonds were generally up as well.

3 days ago

Investment Perspectives

Second Quarter 2025 Investment Commentary

Global markets delivered strong gains in the second quarter of 2025, with U.S. and international equities hitting new highs despite ongoing geopolitical tensions and monetary policy uncertainty. In our latest investment commentary, we share our perspective on what’s driving equity and bond markets, the evolving inflation outlook, and how we’re positioning portfolios amid signs of economic slowing and potential Federal Reserve interest rate cuts ahead.

4 days ago

Wealth Planning

Recognizing Elder Abuse: A Financial Perspective on Protecting Seniors

Each June, World Elder Abuse Awareness Day brings needed attention to a critical but often overlooked issue: the financial mistreatment of older adults. We believe that protecting our clients' financial well-being includes helping them and their families guard against this risk. In this post, we explore how financial abuse can manifest, what warning signs to watch for, and key steps to take that can make a difference. By having conversations now and implementing some useful proactive strategies we can all help preserve autonomy and peace of mind for the seniors in our lives.