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    • Just The Facts
    • Impact/ESG/SRI Investing
    • Charitable Giving
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  • Just The Facts
  • 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 Jump Friday On Big Tech Wins, Close Week Mixed

Major names in the tech sector would be the leading drivers for a winning session on Friday. Each of the major indices won out for the day, but the week would end mixed with the Dow finishing in the red.

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In Review: Tech's Wild Ride & A Blockbuster Nasdaq Debut

The week that was on Wall Street did not lack for drama with technology stocks in the lead. The five-day stretch included a strong start, a mid-week tumble, and an impressive finish thanks to a new player.

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War Updates: Latest Reports On Status Of Conflict & Talks

War Updates: Latest Reports On Status Of Conflict & Talks

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 latest news reports on hostilities and peace talks, updates will be posted here.

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War Impacts And AI Buildout Drive Fed's Inflation Concern

War Impacts And AI Buildout Drive Fed's Inflation Concern

War Updates: Latest Reports On Status Of Conflict & Talks

Minutes from the Fed's June meeting on rates show a sharp division remains over future policy. Stay on pause, a cut, and a hike are all in play with not only the war, but also AI, blurring the path of inflation.

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Still Ahead: Q2 Earnings, CPI, PPI Readings And Sentiment

War Impacts And AI Buildout Drive Fed's Inflation Concern

Still Ahead: Q2 Earnings, CPI, PPI Readings And Sentiment

The incoming week will be loaded with a heavy dose of new reporting on earnings and economics. Big banks will star in Q2 earnings, while the latest inflation reads and sentiment take the economics lead.

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A Bargain-Hunting Shopping Strategy That Could Backfire

War Impacts And AI Buildout Drive Fed's Inflation Concern

Still Ahead: Q2 Earnings, CPI, PPI Readings And Sentiment

As high prices take a bite out of budgets, consumers have ramped up their search for bargains. It's a good strategy overall, but not all bargains really pay off. In this report, why some may actually cost you.

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