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Market Update
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Market Context Video: 2026 Mid-Year Review
Summary, Last Quarter: The conflict with Iran appears to have eased, at least for now, helping reduce pressure on oil prices and removing a source of uncertainty that had weighed on markets. Corporate earnings in the U.S. continued to grow, particularly among companies benefiting from advances in artificial intelligence (AI), while other areas of the market lagged …
Featured Article
insight
What Wealthy Families Are Really Afraid to Talk About
By Daniel G. Coman, JD/CPA/MBA | Chief Family Office Strategist, Leelyn Smith An estimated $124 trillion in wealth is expected to transfer between generations by 2048, according to Cerulli Associates*, with nearly $100 trillion coming from Baby Boomers alone. The scale of this shift is unprecedented, and yet in family after family, the conversations that …