More Resources
-
Volume Analysis | Flash Update – 9.28.26
Generals Press the Advance While the Ranks Continue in Retreat The bulls jumped out to a strong start on Monday,
-
Portfolio Manager Insights | Beyond the Headlines: Fed Rate Hikes and Long-Term Portfolios — 9.23.26
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for
-
Volume Analysis | Flash Update – 9.21.26
Decision Candle on the Front Lines The market entered the week on uncertain footing, then reached an important crossroads following
-
Initial Public Offerings – September 2026
On June 12, 2026, SpaceX became a publicly traded company, raising $75 billion and making it the largest
-
Executive Equity Compensation and the Rest of Your Financial Life
Golden handcuffs are the unvested equity, deferred compensation and retention awards that make leaving a company expensive. For pharma and
-
Portfolio Manager Insights | A Closer Look at the Stock Market: Style, Size, and Regions — 9.16.26
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for
-
Volume Analysis | Flash Update – 9.14.26
The market entered the shortened Labor Day week with its ranks already stretched near elevated ground. Most days traded on
-
Portfolio Manager Insights | What’s Driving Portfolios: The Impact of High Oil and Copper Prices — 9.9.26
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for
-
Market Commentary – August 2026
Returns in financial markets were generally positive in August. Equities performed well after a very solid second-quarter earnings
-
Volume Analysis | Flash Update – 9.8.26
Generals and Troops Poke Their Heads Out of their Bunkers The week started out on poor footing, but the bulls
-
Portfolio Manager Insights | The Fed’s AI Dilemma: Long-Term Perspectives— 9.2.26
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for
-
Volume Analysis | Flash Update – 8.31.26
Broadening Pause, Generals Assume Command This week’s battlefield staged a broadening pause as generals attempted to reassume command. The S&P