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Featured
July 27, 2026
by Sam Glubka, CIMA®
The Big Stories of 2Q26
Read about the various events of the second quarter of 2026 and what to anticipate in the current state of the market.
Our Latest Insights
November 13, 2013
by Mark Carlton, CFA®
Market Perspective for 11/13/13
Current Conditions I suppose after the analogy I used in our Quarterly Perspective I should call this Lion Watch. There are few issues...
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October 18, 2013
by Mark Carlton, CFA®
3Q12 Quarterly Perspective
Summary Stocks continued their rally in the third quarter. The adage, “Sell in May and Go Away” has gained favor in recent years, in...
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October 8, 2013
by Mark Carlton, CFA®
More on the Government Shutdown
We've been receiving a fair amount of inquiries about the government shutdown and what it means for financial markets. It is our belief...
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