A computer with blue graphs on the screen surrounded by desk items

March Monthly Update

Markets were generally favorable over the course of February. The S&P 500 Index has advanced 5.34% since the end of January.

A computer with blue graphs on the screen surrounded by desk items

February Monthly Update

Markets unsurprisingly consolidated over the course of the last month. Unsurprisingly is the operative phrase given the strong nine week run that risk assets experienced through the end of December.

Silhouette of man looking out of window covered in asset management and wealth graphics.

Asset Management Viewpoints: The Right Vintage of Private Credit

Private credit funds and breaking down the components of a direct lending yield are discussed in Chief Market Strategist Tom Herrick's Asset Management Viewpoints.

Silhouette of man looking out of window covered in asset management and wealth graphics.

Asset Management Viewpoints: Breadth Breakout

Cary Street Partners Chief Market Strategist Tom Herrick sees hints of breadth expansion in 2024's equity performance.

"Loan vs Gift" Wealth Wisdom graphic with wrapped gift surrounded by $100 bills.

Loan vs Gift: Making the Distribution Decision

At some point, you will probably give or loan a family member some money, so it is important to know the difference and impact of the two choices.

Various graphs and charts overlapping each other

2024 Market Outlook

Explore the trends and forecasts shaping the market landscape and gain valuable insights with our market outlook for 2024.

A computer with blue graphs on the screen surrounded by desk items

November Monthly Update

The November Monthly Update takes a close look at 10-year yields and explains how "the beatings will continue until morale improves."

"Financial Independence for Women" Wealth Wisdom graphic with young woman on computer

Financial Independence for Women

Financial independence is a goal that every individual, regardless of gender, aspires to achieve. However, women often face unique challenges when it comes to their finances. Originally featured on MoneyGeek, CSP Advisor Christina E. Todd, CDFA®, CFP® shares insight.

Silhouette of man looking out of window covered in asset management and wealth graphics.

Asset Management Viewpoints: Mortgages—Home to Opportunities

Agency mortgage-backed securities, also known as Agency MBS, offer a good entry point to fixed-income investors. Cary Street Partners Chief Investment Officer Tom Herrick expounds how the current opportunity is two-fold.

Various graphs and charts overlapping each other

3rd Quarter 2023 Commentary

Risk assets do not do well when yields move higher. The third quarter was a case in point. Regardless of our viewpoint that yields have overshot, the price is the price, and there is no denying the impediment that yields present to stocks and bonds.