News & Perspectives

Market volatility picks up as sustainability of AI spending is questioned.

Equity markets continue powerful multi-month rally as Fed rate cuts and strong corporate earnings fuel gains.

Fed rate cut fuels another positive month for stocks.

Our Chief Market Strategist, David Spika, joins Dominic Chu on CNBC's "Power Lunch" to discuss his perspective on the current equity market including a look at recent earnings reports and consumer trends. Click to watch  

Positive trade headlines, strong second quarter corporate earnings, and expectations for September Fed Funds cut keep investors bullish in August.  

In this video, David Spika, our Chief Market Strategist, and Matt Kelley, our Tax Strategist, discuss today’s market environment and the key tax changes from the recent Big Beautiful Bill and what these changes could mean for you and your investments. Click...