Research & Insights

Our Wealth Advisors have authored a range of financial articles and insights that cover a variety of topics.

CIO Vantage Point – August 2026
Investment Insights
CIO Vantage Point – August 2026

Most economists are economical about ideas – they make the ones they learned in graduate school last a lifetime.
-John Maynard Keynes

Read More ›
Summer 2026 Investment Commentary
Investment Commentary
Summer 2026 Investment Commentary

The economy’s foundation is sturdier than many expected, but the sources of strength differ from prior cycles. AI investment is real, yet the ultimate productivity payoff remains uncertain. Corporate earnings are strong, but expectations are elevated.

Read More ›
CIO Vantage Point – July 2026
Investment Insights
CIO Vantage Point – July 2026

“The luckiest day in my life is the day I was born in the United States.”
– Warren E. Buffett

Read More ›
Trump Accounts Are Here: Claiming Your Child’s $1,000 Government Contribution
Investment Insights
Trump Accounts Are Here: Claiming Your Child’s $1,000 Government Contribution

Families with eligible children can now begin the enrollment process and position themselves to receive the $1,000 federal contribution.

Read More ›
CIO Vantage Point | June 2026
Investment Insights
CIO Vantage Point | June 2026

It is in booms that the seeds of busts are created, and the heroes of one era can be the villains of the next. – Floyd Norris

Read More ›
Jim Ferrare and Monica Jalife Named Forbes’ Best-in-State Wealth Advisors, 2026
News
Jim Ferrare and Monica Jalife Named Forbes’ Best-in-State Wealth Advisors, 2026

Congratulations to Jim and Monica on being recognized by Forbes and Shook Research as Best-In-State Wealth Advisors for 2026.

Read More ›
CIO Vantage Point | May 2026
Investment Insights
CIO Vantage Point | May 2026

“Far more money has been lost by investors in preparing for a correction, or anticipating corrections, than has been lost in the corrections themselves.” – Peter Lynch

Read More ›
Spring 2026 Investment Commentary
Investment Commentary
Spring 2026 Investment Commentary

Geopolitical developments played a central role in shaping market performance and investor sentiment.

Read More ›
CIO Vantage Point | April 2026
Investment Insights
CIO Vantage Point | April 2026

“Buy when the cannons are firing, sell when the trumpets are blowing”
– Nathan Mayer Rothschild

Read More ›
Next ›