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Thought Leadership Archive

Macro & Market Perspectives

2023 Allocation

Well…maybe sometimes fight the Fed. 2023 will always be looked at as a year that puts a little asterisk next to the adage that famed investor, Marty Zweig, coined in 1970. The saying makes sense. All…

Macro & Market Perspectives

Economic Overview

At the start of 2023, analysts and investors were very worried about the prospects for a recession. They also believed the Federal Reserve would start cutting the overnight lending target rate at some point during the…

Macro & Market Perspectives

2023: The Year In Review

The year 2023 was a year when things ultimately worked out for domestic investors, somehow. From high-profile bank failures to war in the Middle East to domestic labor strife to higher interest rates to discord in…