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Investment Strategy
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The Summer Heat isn’t Just Outside

We know the summer season comes with some heat waves, but the market experienced its own heat wave in the second quarter, propelling the S&P 500 to new all-time highs. As the summer heat intensified, some of the biggest talking points of the last quarter included: 1. High Inflation & The Fed 2. Tech & […]

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Investment Strategy
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Bitcoin ETFs Take 2

On January 10th the U.S. Securities and Exchange Commission approved the first regulated Exchange Traded Products (ETPs) that give investors direct exposure to the price of Bitcoin. Almost immediately 11 Spot Bitcoin ETFs were launched by some of the biggest names in investments including Blackrock, Fidelity, ARK, Invesco, and others. Did Bitcoin ETFs already exist? […]

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Investment Strategy
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4 Key Themes to Watch in 2024

What a difference a year makes. While we ended 2022 with stock and bond markets both down double digits, markets roared back in 2023 with strong performance virtually across the board. A sharp rebound in the fourth quarter powered both equity and fixed income benchmarks to solid year-to-date gains, bringing a welcome bounce back from […]

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