The Cranky Consumer

Ben McCue, CFA, Investment Research Analyst In 2021, the US economy continued to rebound after the ups and downs of 2020. Household wealth and consumer balance sheets are in the best shape in [...]

Stressed Out Supply Chains

Chris A. Matlock, CPA, CFA, Chief Investment Officer & Ben McCue, CFA, Investment Research Analyst It’s hard to open a newspaper, turn on the TV, or read a corporate earnings report without [...]

Whiskers & Wine – DogsLife Fundraiser

By: Mashal Lakhani, MBA, Marketing & Communications Manager “Doing good things for good people” has been our client service and philanthropic motto for many years. We are committed to [...]