Publications
Our team of investment professionals regularly creates and distributes educational materials delivering timely data, perspectives, and insight on the markets and related topics.
Third Quarter 2025: If You or AI Build It, They Will Come
October 21, 2025
The third quarter of 2025 saw the continuing surge of the Artificial...
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Revisiting the Promise and Hope of Biotech
September 2, 2025
Patience: Acknowledge and Adapt to Market Cycles Biotech has a long...
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Second Quarter 2025: Three Months of Fireworks
July 21, 2025
Fireworks came early this year. They started on “Liberation Day” and...
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First Quarter Portfolio Insights: Spring Forward, Fall Back
April 24, 2025
After an initial "spring forward" in equity markets to begin the quarter,...
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Third Quarter 2024 Market Commentary: A Midsummer Night's Dream
October 17, 2024
In literature and theater, comedies and tragedies are two popular genres....
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Second Quarter 2024 Market Commentary: The Ten Trillion Dollar Trio
July 16, 2024
The recent trend of concentration in stock market returns reached...
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First Quarter 2024 Market Commentary: Shake It Off
April 17, 2024
The stock market started the year with a bang. In keeping with the Taylor...
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Fourth Quarter 2023 Market Commentary: What a Difference a Year Makes
January 18, 2024
In many ways, 2023 appeared the polar opposite of 2022. The traditional...
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Fourth Quarter 2024 Market Commentary: Same As It Ever Was
January 22, 2025