Our Insights

Kellen Brewer 12/1/21 Kellen Brewer 12/1/21

Stock Market Encounters Roadblock with Omicron Variant

The Omicron variant may increase volatility and cause restrictions to be reimposed, but consumers and businesses are more adapted to living with restrictions.

Clinton Steinhoff 11/22/21 Clinton Steinhoff 11/22/21

Household Net Worth Soars During Pandemic

Household net worth soars during pandemic to $31 trillion from Q1 2020 through Q2 2021.

Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® 11/15/21 Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® 11/15/21

Drilling Into Soaring Energy Prices

Why are energy prices soaring?

Kellen Brewer 10/4/21 Kellen Brewer 10/4/21

2021 Q3 Recap and 2021 Q4 Outlook

Returns on the S&P 500 have held strong after the significant pullback experienced in the early part of 2020.

Clinton Steinhoff 9/14/21 Clinton Steinhoff 9/14/21

Should Congress Consider Canceling Student Loan Interest?

Congress continues to debate whether to cancel student loan debt.

Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® 9/1/21 Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® 9/1/21

Federal Reserve Policy and Economic Updates

Recent economic data indicates the COVID-19 recovery is moderating.

Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® 8/16/21 Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® 8/16/21

India and U.K. COVID-19 Data Suggests Delta Variant Fears Will Peak Late August

COVID-19 case counts are the most important data point driving markets currently. Markets are concerned the highly transmissible delta variant will delay the economic recovery.