Economic and Market Insights

Economic and Market Insights provides commentary on the current state of the economy and financial markets to help you gain perspective.

July 1, 2015:
What's Next for Greece and the Markets?

By Scott Colbert, CFA
Chief Economist, Director of Fixed Income

June 19, 2015:
What will rising interest rates mean for the stock market?

By Nick Fafoglia, CFA
Senior Portfolio Manager

June 10, 2015:
Gifting Strategy of the Future: "Please Send the Bill to Grandma"

By Tom Bassett, J.D., CPA
Vice President, Tax Manager - East Region

June 10, 2015:
Reaction to Increasing Litigation Directed at 401(k) Retirement Plan Sponsors: A Slippery Slope for Employers

By Jennifer O'Neill
Vice President, Institutional Services

May 7, 2015:
Reaction to Fed Chairman Janet Yellen’s Comments About U.S. Stock Valuations . . .

By Joe Williams, CFA®
Director of Investment Strategy

April 28, 2015:
Behavioral finance: Why do savvy people often make big investing mistakes?

By Nick Fafoglia, CFA
Senior Portfolio Manager

April 8, 2015:
Slow and Steady Employment Growth Is Better Than Boom and Bust

By Scott Colbert, CFA
Chief Economist, Director of Fixed Income

April 1, 2015:
Regional Economic Success Continues for United States While Most Global Neighbors Lag Behind

By Don McArthur, CFA
Senior Vice President, Senior Equity Analyst

March 23, 2015:
Complexity of Tax Returns Rises Again - Implications of Patient Protection and Affordable Care Act

By Tom Bassett, J.D., CPA
Vice President, Tax Manager - East Region

March 19, 2015:
Fed Gives Itself Some "Flexibility" on Timing of Rate Rise

By Christie Cody, CFA, CFP
Director of Portfolio Management

February 25, 2015:
Trending Upward Again in 2015 - Taxpayer Identity Theft

By Tom Bassett, J.D., CPA
Vice President, Tax Manager - East Region

January 29, 2015:
The top economic themes that clients have on their minds in a five-minute read…

By Nick Fafoglia, CFA
Senior Portfolio Manager

January 9, 2015:
Sell-off in petro commodities looms large for global economy, but Energy Master Limited Partnerships can position you for success

By Cindy Rapponotti, CFA
Director of Alternative Investment Strategy

December 10, 2014:
Who do we thank for low oil prices? Why China, of course

By Chuck Freedman, CFA, CAIA
Senior Vice President

October 24, 2014:
Market correction or start of a downturn? So far, so average ...

By Scott Colbert, CFA
Chief Economist, Director of Fixed Income

October 9, 2014:
Housing recovery is slow-moving train ‘rolling around the bend.'

By Scott Colbert, CFA
Chief Economist, Director of Fixed Income

September 18, 2014:
On connecting the dots...

By Scott Colbert, CFA
Chief Economist, Director of Fixed Income

September 3, 2014:
Reading the tea leaves in Friday's (9/5) DOL job report...

By Scott Colbert, CFA
Chief Economist, Director of Fixed Income


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