News & Perspectives

Rotation out of Magnificent 7 causes stock market volatility in July.

Our Chief Market Strategist, David Spika, joins “Power Lunch” on CNBC with Mike Santoli to discuss the markets, the Fed and earnings. Click to Watch

Our View of the Stock Market Correction

U.S. Equity Markets finish first half strong as Magnificent 7 stocks continue to drive performance.

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

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...