Today there is an app for everything. Including for managing money, assets, and liabilities. According to a recent report published by The Zebra, eighty-five percent of young adults use at least one personal finance tool or app, with more than half foregoing the assistance of a human advisor. Fifty-four percent of 26-year-olds manage most or […]

U.S. EQUITY INVESTMENT ENVIRONMENT U.S. equity markets performed well in the second quarter and year-to-date, as Congress approved legislation to suspend the debt ceiling and the Federal Reserve opted for a “hawkish pause” at their last meeting. The NASDAQ led major averages higher in Q2 with its gain of 13.1% as the now memorialized “magnificent […]

U.S. EQUITY INVESTMENT ENVIRONMENT Volatility continued to challenge equity markets in the first quarter in response to elevated inflation, an uncertain outlook for monetary policy, and, in March, the stunning failure of Silicon Valley Bank. The NASDAQ led major averages higher in Q1 with its gain of 17.1% as mega-cap growth stocks outperformed in response […]