Market Reflection

by Tyler Ellegard, CFA The post-COVID 19 era of housing has been a unique time in history. We’ve gone from all-time low rates (creating nearly unprecedented bidding wars) all the…

by Lisa Schreiber The yield curve, as of June 2024, has been inverted for the most extended period in history. This is important because an inverted yield curve is said…

Artificial Intelligence (AI), as defined by the Oxford Dictionary, is the development of computer systems able to perform tasks that normally require human intelligence. AI technologies are in the early…

The US Consumer Price Index (CPI), the most broadly used metric for US inflation, remains a hot topic on the minds of both investors and consumers.  Investors closely watch CPI…

The earnings for Q4 2023 are now largely complete, with many interesting glimpses into what is happening with companies and their customers. To start, some general statistics: (1) 73% of…

Last year, artificial intelligence (AI) was a hot topic and captured the imagination of investors and the mainstream alike because of the broad implications and potential for dramatic change in…

2023 was another year of twists and turns for investors as anxiousness and uncertainties turned into optimism and resiliency. As the story of the year concludes, investors have benefited from…

Many film fans hear the words “Magnificent Seven” and immediately think of the American western film from 1960 or the contemporary remake in 2016 with Denzel Washington and Chris Pratt.…

With 94% of the companies in the S&P 500 having reported their earnings for the calendar year third quarter, investors have been able to assess and understand earnings trends for…

Trying to time the market seems like a simple task. Investors know the stock market does not move in a straight line throughout the year and there will be periods…