
"We provide our clients with an academic approach to investment management, independent advice and outstanding service."Nicole Tice Haines M.B.A. | Chief Compliance Officer, President
Recent Articles:

Smaller Banks’ Exposure To Commercial Real Estate – Banking Sector Update
The commercial real estate market, over the past three years, has struggled with a critical factor that is vastly changing…

Self-Employed Workforce Is Still an Expanding Trend
While millions of workers were suddenly faced with unemployment at the spark of the COVID-19 Pandemic, a shift to remote…

Bond Yields Begin To Pull Back – Fixed Income Overview
As expected, the Federal Reserve announced the execution of its final rate increase in early May. Bond markets reacted with…

Stocks Hold On To Gains – Equity Market Update
Companies are currently in the process of reporting earnings for the first quarter of 2023, which are expected to greatly…

Why Headline Inflation & Core Inflation Differ – Inflation Overview
Following historically high inflation throughout 2022, we have now had nine consecutive months of decreases in the Consumer Price Index…

More Banks Are Borrowing from The Fed – Monetary Policy Update
Widespread uncertainty and difficulties remain persistent for numerous banks, especially smaller regional banks. As investors’ trust in banks has recently…