Economic & Market Report: Mr. Brightside By Eric Parnell, CFA on June 17, 2024June 17, 2024 That was fast. It was just one week ago that this Chief Market Strategist was putting pen to paper to… Read More
Economic & Market Report: Economic Soft Serve By Eric Parnell, CFA on June 10, 2024June 10, 2024 So much feels great about capital markets as summertime temperatures heat up. But the U.S. economy is offering up a… Read More
Succession Planning By Stef Dolan on June 5, 2024April 4, 2025 Succession planning is a critical yet often overlooked aspect of a financial advisor’s practice. While we dedicate ourselves to helping… Read More
Economic & Market Report: Hot Stock Summer By Eric Parnell, CFA on June 3, 2024June 3, 2024 The summer season is now officially underway. And despite robust gains already this year, capital markets are primed and ready… Read More
Economic & Market Report: Why Meme Stocks Matter By Eric Parnell, CFA on May 28, 2024May 28, 2024 It seems like a frivolous stock market novelty. Companies like GameStop and AMC Entertainment with their relatively small market caps… Read More
Economic & Market Report: Cool Runnings By Eric Parnell, CFA on May 20, 2024May 20, 2024 It has been a primary downside risk for financial markets for more than a year now. But after repeatedly coming… Read More
Economic & Market Report: Breakout By Eric Parnell, CFA on May 13, 2024May 13, 2024 The U.S. stock market got off to a bumpy start in 2024 Q2. No sooner did the calendar flip to… Read More
The Affiliated Advisor By Stef Dolan on May 9, 2024April 4, 2025 Financial advisors always look for ways to build and grow their businesses while providing unparalleled client service. Many financial advisors… Read More
Economic & Market Report: S&P’s Eleven By Eric Parnell, CFA on May 6, 2024May 6, 2024 A passing glance at the U.S. market might make an investor think that it’s all about technology stocks all of… Read More
Economic & Market Report: Bond Market Broadside By Eric Parnell, CFA on April 25, 2024May 1, 2024 The bond market sustained its latest broadside from the U.S. hot economic data warship on Thursday. Not only did the… Read More
Economic & Market Report: How Low Can We Go By Eric Parnell, CFA on April 22, 2024April 22, 2024 The long overdue correction has finally arrived. No sooner did the market peak at 5264 on the last trading day… Read More
Economic & Market Report: Warning Signs By Eric Parnell, CFA on April 15, 2024April 15, 2024 The latest reading on monthly inflation came in hot once again on Wednesday. Predictably and understandably, both stocks and bonds… Read More