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U.S. equity markets performed well during 2021, however, the new year ushers in a new set of circumstances to consider. A rotation to cyclical stocks may set the stage for developed international markets to shine in 2022. The shifting political environment in China will likely require a highly nuanced approach when investing in Chinese equities.Learn More
Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.Learn More
After focusing on the labor market in 2021, we expect the Fed to shift its attention back to inflation during 2022. Meanwhile, U.S. consumer activity is back above pre-pandemic levels, likely aided by a red-hot job market. With interest rates on the rise, a rotation away from growth stocks may cause some strife for investors as well as companies eager to enter the public markets.Learn More