CIO Shannon Saccocia discuss whether investors should buy into the market rally on news of renewed trade talks with China.

As Congress prepares for its August recess and looks ahead to midterm elections, a great nervousness prevails over both Republicans and Democrats on the outcome of the election.

Our CIO Shannon Saccocia sits down with CNBC’s Power Lunch to discuss the probability of a recession hitting the US economy.

As investors, we are bombarded with information to digest, evaluate, and synthesize into coherent and actionable conclusions.

The U.S. economy remains strong, and there is evidence that the full benefit of last year’s corporate tax cut has not yet been felt. Indications are for continued economic growth in the back half of the year, but a strong U.S. dollar could be a headwind for certain parts of the economy.

One of the most challenging aspects of evaluating opportunities at this point in the market cycle is the tendency of the market to be rather binary in its assessments.

As market strategists and pundits attempt to predict the end of this economic cycle, a commonly mentioned indicator is the term spread of U.S. Treasuries – or the difference between short-term yields and long-term yields.

High-net-worth millennials, Gen X, and baby boomers may all view wealth as a means of peace of mind and happiness, but the similarities stop there.