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  • 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 Friday, In Red For Week As New Year Begins

Santa No-Shows, But History Says January Is A Bigger Test

2025 Market Recap: The Wild Ride To A Double-Digit Finish

A choppy start to 2026 on Friday capped off a rough week on Wall Street. The S&P and Dow won the day, but losses before Thursday's break doomed the week and took a small bite out of 2025's big gains. 

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2025 Market Recap: The Wild Ride To A Double-Digit Finish

Santa No-Shows, But History Says January Is A Bigger Test

2025 Market Recap: The Wild Ride To A Double-Digit Finish

All three major indices scored their third straight year with double-digit advances in 2025. This report details the start, the bumps along the way, and the finish for the markets that ended in rare territory.  

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Santa No-Shows, But History Says January Is A Bigger Test

Santa No-Shows, But History Says January Is A Bigger Test

Santa No-Shows, But History Says January Is A Bigger Test

The so-called Santa Claus rally may have fizzled out again, but what's next may be far more critical. Market performances in January have a very solid track record of signaling how the overall year plays out.

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Fed Minutes Reveal Divisions Simmering Over Cut Strategy

Venezuela Strike Unlikely To Hit Oil Markets In Short Term

Santa No-Shows, But History Says January Is A Bigger Test

The Fed's rate cut decision in December may have gone through as expected, but it wasn't easy getting there. Three of the voters disagreed and the minutes reveal the path for future cuts could get messy.

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Venezuela Strike Unlikely To Hit Oil Markets In Short Term

Venezuela Strike Unlikely To Hit Oil Markets In Short Term

Venezuela Strike Unlikely To Hit Oil Markets In Short Term

The U.S.'s moves on Venezuela delivered huge geopolitical shocks, but they aren't likely to roil the energy markets for now. Global supply is already at a surplus and Venezuela's output is just a tiny fraction.

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Still Ahead: Jobs Report And Other Labor Data, Sentiment

Venezuela Strike Unlikely To Hit Oil Markets In Short Term

Venezuela Strike Unlikely To Hit Oil Markets In Short Term

The new week will be heavily focused on labor. New hirings and job loss numbers will come in several reports, none bigger than Friday's December jobs report. Also out Friday, 2026's first sentiment survey. 

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