This week, markets responded to a surprisingly weak U.S. jobs report that tilted sentiment strongly toward an imminent Federal Reserve rate cut. The S&P 500 and Nasdaq posted modest gains for the week, while the Dow lagged. Bonds rallied as yields dropped across the curve, and the VIX slipped to lower territory, offering a sense of […]

High‑net‑worth individuals often start out managing their own investments, drawn by the appeal of control and cost savings. But as portfolios grow more complex and life circumstances evolve, the DIY approach can fall short. If any of the following five signs resonate with you, it may be time to partner with a dedicated wealth manager […]

Stocks finished mixed but resilient as Chair Powell used Jackson Hole to nudge the door open to a September rate cut. That helped flip sentiment on Friday, sending the Dow to a record close and leaving the S&P modestly higher on the week while the Nasdaq slipped as mega-cap tech lagged. Yields eased across the […]

Active management thrives in areas where passive fails to capture opportunities. In 2024, 66% of actively managed U.S. and global real estate funds outperformed their passive benchmarks, while only 30% of active small-cap U.S. equity funds underperformed, implying a 70% success rate in small-cap stocks. Even among large-growth funds, active managers posted a 40% one-year […]

The S&P 500 posted its sixth consecutive weekly record close, while the Nasdaq and Dow also advanced modestly. Trade optimism from the U.S.–EU trade pact, robust tech and AI earnings, and a stable labor market underpinned the rally, even as volatility spiked on tariff concerns and margin leverage rose. Weekly Index Performance Index Last Close […]

As the warm days of summer give way to early‑morning alarms and buzzing school buses, back‑to‑school season can feel like a whirlwind—especially for high‑net‑worth families juggling significant tuition bills, extracurricular fees, and household commitments. Rather than waiting until August arrives in a scramble, here’s how to turn this annual rite of passage into a strategic […]

Equities capped off a strong week with both the S&P 500 and Nasdaq closing at fresh record highs—marking the S&P’s fifth consecutive record close. The Dow joined the rally, finishing slightly higher. A favorable mix of trade optimism, strong earnings, and surging confidence powered investor sentiment. Weekly Index Performance Index Last Close (Jul 25) Weekly Change S&P 500 […]

Restricted stock units (RSUs) can be a powerful component of your executive compensation package—but without a clear strategy, you risk leaving significant value on the table or getting hit with an unexpected tax bill. This guide walks you through each stage of the RSU lifecycle, so you can maximize upside, manage tax consequences, and align […]

Last week saw U.S. equity markets extend their rally, with the S&P 500 rising 0.6% and the tech‑heavy Nasdaq Composite advancing 1.5%, while the Dow Jones Industrial Average remained essentially flat, marginally down 0.1% as investors digested a mix of strong corporate earnings, upbeat economic data, and continued tariff‑related policy debate. Both the S&P 500 and Nasdaq […]

Highlights Following weakness in October, the S&P 500 returned 11.7% for the fourth quarter. Seven companies accounted for more than 60% of the S&P 500’s 26.3% return in 2023. Small-cap and value stocks outperformed growth and large-cap stocks in the quarter. Falling interest rates led to strong fixed income returns (e.g., the 10-year Treasury’s 6.9%). […]