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  • Impact/ESG/SRI Investing
  • Charitable Giving
  • Legal And Compliance

JUST THE FACTS

We recognize that there is a tremendous amount of information to process daily.  We strive to seek out factual and useful information for our clients to empower them to make sound investment decisions. 

Markets Mixed On Friday, But Win Week With More Records

By The Numbers: April Gains Close Out As Biggest In Years

War Updates: Latest Reports On Conflict And Negotiations

Gains for tech and a cool-off in oil prices helped propel both the S&P and Nasdaq to more record highs on Friday. The Dow closed lower on the day, but each of the major indices did score a winning week.  

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War Updates: Latest Reports On Conflict And Negotiations

By The Numbers: April Gains Close Out As Biggest In Years

War Updates: Latest Reports On Conflict And Negotiations

Cracked wall with Israel, USA, and Iran flags symbolizing tension.

New developments in the war with Iran, both in the Middle East and back here at home, continue to come out rapidly. For the very latest news on the conflict, and the impacts, updates can be found here.

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By The Numbers: April Gains Close Out As Biggest In Years

By The Numbers: April Gains Close Out As Biggest In Years

By The Numbers: April Gains Close Out As Biggest In Years

Over the course of just two months, Wall Street took one of the wildest rides in its recent history. March's swoon did lots of damage, but then came April's boom. In this report, the month's biggest winners.

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Divided Fed Leaves Rates On Hold; Powell Sticking Around

Still Ahead: Tech/AI Earnings, Jobs Data, Sentiment Survey

By The Numbers: April Gains Close Out As Biggest In Years

In what was likely the last vote under the leadership of Jerome Powell, the Fed, as expected, left rates on hold. What wasn't so expected, the sharp level of dissent in the vote or what Powell plans to do next.

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PCE Report: Pace Of Inflation Heats Up By Most Since 2023

Still Ahead: Tech/AI Earnings, Jobs Data, Sentiment Survey

Still Ahead: Tech/AI Earnings, Jobs Data, Sentiment Survey

The Fed's most preferred inflation gauge backed up the central bank's decision to keep rates on hold. The latest PCE shows that in March overall yearly inflation had gained by the most in nearly three years.

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Still Ahead: Tech/AI Earnings, Jobs Data, Sentiment Survey

Still Ahead: Tech/AI Earnings, Jobs Data, Sentiment Survey

Still Ahead: Tech/AI Earnings, Jobs Data, Sentiment Survey

The incoming week will again be packed with news beyond the war. Big names in the semiconductor sector will report Q1 earnings, the latest jobs report lands on Friday, as does a new sentiment survey.

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