07.03.24
Market Perspectives — June 2024
U.S. Equity Markets finish first half strong as Magnificent 7 stocks continue to drive performance.
06.28.24
David Spika discusses his outlook for the second half of 2024 on “Power Lunch”
Our Chief Market Strategist, David Spika, joins “Power Lunch” on CNBC to discuss the markets and his outlook for the rest of the year. Click to Watch
06.13.24
Supreme Court Decision Negatively Impacts Company-Owned Life Insurance for Estate Tax Purposes
Following the recent United States Supreme Court decision in Connelly v. United States, owners of private companies could face unexpected and negative estate tax consequences if the companies have life insurance on the business owner’s life to fund a company purchase of...
06.05.24
Market Perspectives — May 2024
Stocks and bonds rally as weak economic data and dovish Fed commentary cause renewed optimism in a 2024 Fed rate cut and a decline in longer-term interest rates.
05.09.24
Market Perspectives — April 2024
Bearish re-pricing of Fed rate cuts puts a halt to stock market rally.