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With more than a century of experience, we provide updates and analysis on markets and the economy from a multitude of perspectives.

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Investment Insights Quarterly – October 2025

By Bill Hornbarger, Senior Vice President – Chief Investment Officer

Oct 23, 2025 –

Two indicators that we pay regular attention to are the total assets in money market funds and the…

Investment Strategy
Investment Insights Monthly Newsletter – September 2025

By Jack Kraft, CFA®, Vice President, Investment Strategist

Sep 19, 2025 –

September started off with volatility as the markets grappled with historically poor seasonality on one hand and continued…

Investment Strategy
Investment Insights Monthly Newsletter – August 2025

By Bill Hornbarger, Chief Investment Officer

Aug 22, 2025 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Rates, Resilience, and Rotation: Gains Continue to Reign

By Tristan Detzel, CFA, Advisory Portfolios Strategist

Aug 18, 2025 –

By Tristan Detzel, CFA, Advisory Portfolios Strategist U.S. equities ended last week broadly higher, supported by optimism over…

Investment Strategy, Market Commentary
Earnings Season Fuels All-Time Highs

By Jack Kraft, CFA, Vice President, Investment Strategist

Aug 11, 2025 –

By Jack Kraft, CFA, Vice President, Investment Strategist Stocks continued further into record territory last week amid strong…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Aug 11, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Trade and geopolitics will be closely watched this…

Investment Strategy, Three Things
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Aug 4, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch There are five U.S. Federal Reserve (Fed) speakers…

Investment Strategy, Three Things
Take Two Aspirin and Call Me in the Morning

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Aug 4, 2025 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist What had been a very vibrant stock market through…

Investment Strategy, Market Commentary
Investment Insights Quarterly Newsletter – July 2025

By Jack Kraft, CFA, Vice President, Investment Strategist

Jul 31, 2025 –

By Jack Kraft, CFA, Vice President, Investment Strategist

Investment Strategy
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jul 28, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The U.S. Federal Reserve (Fed) will meet for…

Investment Strategy, Three Things
What’s Our Vector, Victor?

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Jul 21, 2025 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist The stock market has been flying high since its…

Investment Strategy, Market Commentary
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Jul 21, 2025 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The ongoing rift between President Trump and U.S.…

Investment Strategy, Three Things

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