Bitcoin and the Bear
By Lisa Schreiber Coming into 2025, the backdrop seemed perfect for Bitcoin: expectations for multiple interest rate cuts, a more favorable regulatory landscape and growing institutional adoption created strong tailwinds. These…
By Lisa Schreiber Coming into 2025, the backdrop seemed perfect for Bitcoin: expectations for multiple interest rate cuts, a more favorable regulatory landscape and growing institutional adoption created strong tailwinds. These…
By Keith Gangl Halloween and October are synonymous with spooky customs and trick-or-treating, just as financial markets are historically known for October volatility. However, this October defied its frightening reputation, delivering…
By Kyle Bergacker Alternative investments often carry an air of complexity, frequently misunderstood as exotic, overly volatile, or exclusive to the ultra-wealthy. Yet, for clients, these assets offer a compelling opportunity…
By Keith Gangl Historically, September has been the worst month of the year for the stock market, as measured by the S&P 500. After a weak start to the month, it…
By Tyler Ellegard In financial markets, a variety of well-known aphorisms often guide investor behavior — phrases such as “So goes January, so goes the year,” “Buy low, sell high,” and “Sell in May and…
By Keith Gangl The US stock market finished in positive territory in August, with the S&P 500 posting a 2.02% gain to extend its winning streak to four consecutive months. This…
By Lisa Schreiber “Both optimists and pessimists contribute to society. The optimist invents the aeroplane, the pessimist the parachute.” — George Bernard Shaw In a market environment often clouded by uncertainty, the…
By Keith Gangl, CFA® The stock market’s second half began where the first half ended with continued strength and continuing its winning ways. The S&P 500 gained 2.24% in July while…
By Kyle Bergacker The US labor market has navigated a complex landscape over the past two years, balancing resilience with emerging challenges. Over the last few years, the labor market…
By Keith Gangl The first half of 2025 is now in the books, and it proved to be a memorable period for investors. As June ended, the stock market, as…