WEALTH
Market Insights
Commentary and economic data from our financial advisors will help you navigate the business landscape with thought-provoking sessions filled with valuable observations and vision.
Market Moment - November 2024
On the heels of the presidential election, our Director of Investment Management for Wealth and Fiduciary Services Anthony Valeri CFA takes a deep dive into historical stock performance and GDP growth by presidential administration and political party.
- 11/13/2024
Q3 Economic Update
Our Director of Investment Management Anthony Valeri, CFA provides a recap of the past quarter and evaluates the final months of 2024, helping to keep you informed as we navigate through an election year.
- 10/16/2024
Market Moment - September 2024
Our Director of Investment Management for Wealth and Fiduciary Services Anthony Valeri offers insights on how a Fed decision to cut interest rates could impact the trajectory of stocks and bonds.
- 09/05/2024
2024 Mid-year Outlook
Our Investment Management Director of Wealth and Fiduciary Services Anthony Valeri, CFA recaps the first half of 2024 and discusses the outlook for the second half of the year to help you make informed investment decisions.
- 07/17/2024
Market Moment - May 2024
Our Director of Investment Management for Wealth and Fiduciary Services Anthony Valeri offers insights on the potential long-term consequences of the federal budget deficit on financial markets.
- 05/15/2024
Q2 Economic Update
Anthony Valeri reviews the economy and financial markets during the first quarter and offers an outlook for the second quarter and beyond.
- 04/25/2024
Market Moment - March 2024
Our Director of Investment Management for Wealth and Fiduciary Services Anthony Valeri dispels misconceptions about the Fed and election year rate changes, and offers evidence of the non-partisan nature of the stock market.
- 03/13/24
2024 Market Outlook
Anthony Valeri evaluates the final months of 2023 and covers key themes for 2024.
Market Moment - November 2023
Why staying invested in stocks and bonds during periods of weaker performance can pay off in the long run.
- 11/14/2023
Fall 2023 Market Outlook
The Fall Market Outlook, presented by Anthony Valeri, will evaluate the remainder of 2023.
-10/11/2023
Market Moment - September 2023
How seasonality impacts the stock and bond markets, and offers insights into historic performance trends over the calendar year.
- 09/07/2023
2023 Mid-year Outlook
The Mid-Year Economic & Financial Markets Outlook webinar, presented by Anthony Valeri, Director of Investment Management, recaps the first half of 2023 and discusses the outlook for the second half of 2023.
- 07/18/2023