Investments

Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs. 

Investments content

Market Commentary

We believe high-yield munis carry additional risks, but are worth consideration by investors in higher tax brackets who are comfortable taking added risks.
Bond Insights

There have been several big changes in the municipal bond market lately. Here's what you should know.
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Tech sector stocks gained more than 50% last year, fueled by AI and signs of improvement in the cloud and chip markets. Upcoming Q4 results could give investors clues into 2024.
Market Commentary

Bank loan income may decline if the Federal Reserve cuts interest rates. That doesn't mean investors should avoid them altogether, but it's important to understand the risks.

Income and diversification are important when creating an investment plan, but timing of cash flow may be more important for part of a portfolio when money is needed soon.
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Stocks, bonds, commodities, and other asset classes each play a unique role in your portfolio.
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Liquid alternatives offer broader access to unconventional strategies, but may not provide the exact outcome investors expect.

The meaning of "wealth" goes far beyond having a lot of money. It's more about what money can do for you.

Exchange-traded funds (ETFs) have been around since 1993, and there's no doubt that they are popular with investors. Exchange-traded notes (ETNs) may have a similar sounding name, but ETNs are not the same as ETFs, and they carry some important risks to be aware of.

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