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Market Update
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Market Context Video: Interest Rates, AI, and Looking to 2027
Summary, Last Quarter: The conflict with Iran continued to alternate between periods of fighting and relative calm, influencing energy prices and financial markets. Meanwhile, the Federal Reserve (the Fed) began raising interest rates to combat inflation. Corporate earnings continued to grow in the U.S. and internationally, particularly among companies benefiting from advances in artificial intelligence (AI). …
Featured Article
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We Always Believed in an Integrated Firm. Now We’re Building the Infrastructure to Prove It.
Why we’re building AI infrastructure that connects all facets of our firm (wealth, tax, and planning) so our team can see the whole picture. By John Renaldi | Chief AI Officer, Leelyn Smith Your wealth advisor and your CPA are supposed to be looking at the same picture of your life. Sometimes they are not, …