Insights

Perspectives from our advisors on investing, markets, planning, and what’s worth your attention.

Beyond the Bell: Fixed Income – Better Days Ahead

After a challenging decade for bonds, the fixed income environment looks considerably different today. Higher starting yields have restored a more meaningful income component and may offer a more attractive outlook for investors.

Physician Burnout and the PTO Question Every Physician Should Ask

For physicians, paid time off only works when the right systems are in place to make disconnecting possible. These questions can help reveal how seriously an employer protects time away.

Beyond the Bell: The Bar Gets Raised

Markets reached new highs as broader participation, resilient earnings, and international strength helped raise the bar for the second half of 2026.

Physician Burnout and the PTO Question Every Physician Should Ask

Beyond the Bell: The Bar Gets Raised

Chart of the Week: Global Bond Yields Surging

Chart of the Week: Momentum Reversal

Chart of the Week: S&P 500 earnings estimates

2026 Midyear Market Review: A Tale of Two Quarters

AI’s Expanding Footprint

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Dated Material

Dated material presented here is available for historical and archival purposes only and does not represent the current market environment. Dated material should not be used to make investment decisions or be construed directly or indirectly,
as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.