The Weekly Insight Podcast – What Changes is Congress Making to Retirement Accounts? It was a slow week in the market – both in terms of what we learned and the amount of trading that happened. Volume on the S&P 500 was down 6.2% from [...]

The Weekly Insight Podcast – Mixed Bag Over the last few weeks, we have discussed the four big “expectation moments” for the market as we close out the end of the year. To refresh your memory, those included: Release of the Fed Minutes on [...]

The Weekly Insight Podcast – Tea Leaves We hope this week’s memo finds you well fed and well rested after the Thanksgiving holiday. Despite a year of volatility in the markets, each of us has much to be grateful for during this season! In [...]

The Weekly Insight Podcast – Terminal Rate “History never repeats itself, but it does often rhyme”. – Mark Twain We had a scary moment last week when an errant missile fell inside Poland, killing two Poles. The market reacted swiftly, dro [...]

The Weekly Insight Podcast – Patience Is Key Well, how about that? The election is over (except for our clients in Georgia…sorry!), and the world did not end. And then we got some good news on inflation. Those two events drove us to a tre [...]

The Weekly Insight Podcast – The Dance Continues It has been a long year for everyone. In fact, it’s been a long few years. It is hard to believe that in just a few short months we will be celebrating the three-year anniversary of the ons [...]

The Weekly Insight Podcast – Goldilocks Happy Halloween! While we hope your evening is appropriately spooky, we would like to avoid that in the markets this week! Our good run continued last week, and the markets are now up substantively [...]