Game of “Thrones”: The Standoff between Trump and Powell
August 7, 2025
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...
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Monthly Recap – July 2025
August 6, 2025
July Observations Onward and Upward The global equity rallied continued through July, though in a reve...
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
Monthly Recap – June 2025
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...
Geopolitics Update: Monitoring the Recent Escalation in the Middle East
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...
Monthly Recap – May 2025
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
Protecting You From WhatsApp Impersonation Scams
May 20, 2025
An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...
“Down Goes Frazier”: Moody’s Downgrade of US Sovereign Debt
May 19, 2025
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...
Disaster Response
May 19, 2025
On Friday, May 16, an EF3 tornado touched down in Clayton, traveled though Forest Park, and swept thro...
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
T is for Tax, C is for Charitable
April 29, 2025
When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...
History Rhymes: A Review of Presidential Policy “Missteps”
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...
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