Investing Insights

Ralph Coutant

Principal

Economic & Market Update

Does the U.S. Equity Market Suffer From “Bad Breadth”?

One of the most talked about themes in the U.S. equity markets in 2023 has been market concentration. Simply put, the strong performance of the S&P 500 Index has been dominated by a small number of mega-cap technology stocks…

Ben Pace

Partner & Chief Investment Officer

Economic & Market Update

Second Quarter 2023 Review and Forecast

Explore our in-depth Second Quarter 2023 Review and Forecast, delving into the performance of the U.S. economy, global markets, inflation trends, and investment outlook.

Joseph Matus

Senior Associate

Economic & Market Update

Reshoring for Resilience: Building Strength, Stability, and Prosperity in a Multipolar World

In an increasingly multipolar world, reshoring has emerged as a vital strategy for businesses seeking to fortify their operations against disruptions and capitalize on localized opportunities. Through reshoring, companies can build resilience, stability, and prosperity by bringing production back to domestic or regional markets. This white paper explores the transformative potential of reshoring, uncovering strategies for success in an interconnected global landscape.

Christian Thwaites

Partner

Economic & Market Update

The Debt Ceiling: Where We Are, Where We’re Headed

The U.S. Treasury is approaching the limit of its borrowing capacity, and if the debt ceiling is not raised soon, the government may face a default. This article explores the current situation and the potential consequences of a default.

Joseph Matus

Senior Associate

Financial Planning

Cash is Back: Exploring Alternatives to Traditional Bank Accounts

With the recent rise in short-term interest rates, cash has re-emerged as a viable asset class for portfolio construction. In March, 3 Month Treasury Bills reached a yield as high as 5%, further turning cash from a zero-yielding liquidity management tool to an attractive asset class of its own. Bank checking and savings accounts have […]

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Walker Phillips

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.