Research & Insights

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

Tax Updates From the Ways and Means Committee
Investment Insights
Tax Updates From the Ways and Means Committee
Congress is picking up speed and hashing out the 2022 budget details. 
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2021 Financial Planning Update
Investment Insights
2021 Financial Planning Update
Click the image or link to download the 2021 Financial Planning Update
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Space Race 2.0?
Investment Insights
Space Race 2.0?
If you have access to Apple TV+, check out the show, For All Mankind. 
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Summer 2021 Investment Commentary
Investment Commentary
Summer 2021 Investment Commentary
Download Investment Commentary for Summer of 2021.
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The Talk About Talking About Tapering
Investment Insights
The Talk About Talking About Tapering
During yesterday’s Federal Open Market Committee, the Federal Reserve began to lay the groundwork for a taper beginning.
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Stock Markets and Seasonal Biases
Investment Insights
Stock Markets and Seasonal Biases
Have you ever heard seasonal market-isms?  “Sell in May and Go Away” or how about the “Santa Claus Rally” or “The January Effect”, “Window Dressing”, etc.  All these market timing patterns sound nice, but how many are true, or worthwhile to follow? Let’s take a look!
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Baffert’s Bumble
Investment Insights
Baffert’s Bumble
Early May brings around pollen, warmer weather, bar-b-que’s and of course, the beginning of Horse Racing’s three most important races.  The Triple Crown of Thoroughbred Racing is a feat not many horses can lay claim to – winning the Kentucky Derby, Preakness Stakes and the Belmont Stakes in the same year.
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Here Comes the Sun, and I Say, It’s All Right
Investment Insights
Here Comes the Sun, and I Say, It’s All Right
This past weekend I celebrated one of my favorite days of the year. Not my birthday or an anniversary, although those are always fun, but what feels like my version of New Year’s Day.
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And the Oscar for Lowest Ratings Goes To… The Oscars!
Investment Insights
And the Oscar for Lowest Ratings Goes To… The Oscars!
The Academy Awards are recognized as the biggest night in Hollywood. An opportunity to see all your favorite celebrities come together to celebrate the greatest films and actors of the year. But with viewership at an all-time low, down nearly 60% from 2020, it fell dramatically short this year. Which begs the question, why weren’t people interested to tune in to see who wins the most coveted award in the industry?
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Europe’s Super League
Investment Insights
Europe’s Super League
You may have come across an interesting headline in the news lately about a European “Super League” collapse, but what is it all about? Let’s take a brief dive into the controversy…
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Coinbase and the Lesser-Known Meaning of “IPO”
Investment Insights
Coinbase and the Lesser-Known Meaning of “IPO”
IPO, in financial jargon, is an abbreviation for “Initial Public Offering”. This is where a private company offers shares to the public market to raise capital and become traded on a stock exchange. Over the years, private companies come and go. Those that are most successful, often become publicly traded to attract more capital and to continue growing their business. Going public may come with its downsides – reporting profits to shareholders and maximizing shareholder return, sometimes at the cost of employees, or social standards. While IPOs are an exciting time for investors to gain access to often growing companies, there’s a less commonly known meaning for IPO that those in finance sometimes joke about – IPO could also stand for, “It’s Probably Overpriced”.
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A Tradition Unlike Any Other…
Investment Insights
A Tradition Unlike Any Other…
Springtime means warm weather, earlier sunrises, later sunsets, happier moods, and of course… The Masters! One of golf’s greatest tournaments kicks off for a weekend of excitement with Jim Nantz’s warm welcome of “Hello, Friends”. Those interested in golf are usually glued to their televisions all weekend. Because of the pandemic and shut down of the PGA season last year, it’s been two years since the last springtime Masters tournament. Dustin Johnson won in the delayed November edition this past year and yesterday, Hideki Matsuyama donned the green jacket, making history as the first male Japanese player to win a Major Golf tournament.
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