News & Perspectives

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...

Markets rally in July on improving trade sentiment, strong Q2 corporate earnings, and optimism over the passage of the Big Beautiful Bill.

Stocks continue to rally in June as trade optimism and lower interest rates fuel investor sentiment.

Our Chief Market Strategist, David Spika, joins The Claman Countdown on Fox Business with Cheryl Casone to discuss the impact of ongoing tariff negotiations, and how the volatile interest rate environment can affect Fixed Income performance. Click to watch  

Tariff optimism produces big stock gains in May.