We do all our own research, which we share in our Monthly Economic Book, various white papers, macroeconomic and security-specific reports. In fact, we're one of the few wealth management firms that license their own Bloomberg terminal, making self-sourced research the highest priority in order to enhance our independent approach to total wealth management. Please browse reports in our Research Archive sections.

2018 First Quarter Earnings Brief thumbnail

2018 First Quarter Earnings Brief

With 93% of S&P 500 companies reporting 1st quarter earnings, revenue growth has surprised to the upside. This is a much-needed sign of the improving economy.

  • Published: May 31, 2018
Fed Brief thumbnail

Fed Brief

The Fed left the benchmark Federal Funds Rate unchanged at their September meeting, despite acknowledging continued improvement in the economy.

  • Published: October 17, 2016
Interest Rate Brief thumbnail

Interest Rate Brief

  • Published: October 01, 2014