Research

Asset Allocation | February 2025

With Trump’s first and most recent bids for the White House, a vocal minority has stood in fierce opposition. Some individuals vowed to move abroad, perhaps to Canada, should Trump win.

Asset Allocation | January 2025

The tradition of celebrating the New Year is older than Western civilization. Nearly 4,000 years ago, the Babylonians celebrated the end of one year and the birth of the next.

Asset Allocation | December 2024

The very mention of December evokes imagery in the minds of many. Some envision family gatherings, blankets of snow, gifts wrapped under a tree, and, for the investors among us, the cheeriest of all seasonality phenomenon – the Santa Claus rally.

Weekly Market Commentary | December 16 2024

Stocks: U.S. Equity Indices Take A Breather As Rising Treasury Yields And A ‘Buyers Strike’ Weigh; The Double-Edged Sword Of Momentum Investing On Display; China Stimulus Hopes Briefly Boost Emerging Markets, But The Rally Quickly Faded As Investors Remain Skeptical. Download Weekly Market Commentary | December 16 2024 What We’re Watching: Key Observations What Happened…
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