Our Insights

January 2025 – 3 in 3
This month, Jason discusses equities, fixed income and 2025 risks. In 2024, equity markets saw impressive gains...
November 2024 – 3 in 3
The U.S. dollar has reached its highest level in two years, driven by a rally following the recent election, which has raised expectations for tax cuts, immigration controls, and tariffs.October 2024 – 3 in 3
Elections
Presidential elections are important events, but they can sometimes

September 2024 – 3 in 3
Jason discusses small caps, emerging markets, and commercial real estate.… READ MORE

August 2024 – 3 in 3
This month, we cover federal rate cuts, muni bond tax equivalent yield and barbell bonds.
July 2024 – 3 in 3
This month, Jason discusses federal reserve mandates, rate cut expectations and rate cut beneficiares.
March 2024 – 3 in 3
This month Jason Weaver discusses S&P 500 inflection points, interest rate environmental performance and international stock P/Es
February 2024 – 3 in 3
This month Jason Weaver discusses internet versus A.I. bubble, lost decade and the broader market.