
On April 23 we hosted a virtual event with Shannon Saccocia, CFA, Chief Investment Officer, Private Wealth, in conversation with Doug Kramer, Head of Institutional Equities and Multi-Asset Class, and Ashok Bhatia, CFA, Co-Chief Investment Officer of Fixed Income, where they discussed shifting dynamics in the markets and how they might impact the quarter ahead.


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Safeguarding and Supporting Loved Ones in Mental Decline

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The International Moment

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Sizing Up Cryptocurrency

Accolades
Barron’s Top 100 Women Financial Advisors for 2025

MUNICIPAL BASIS POINTS
All You Can Eat

VIDEO
Holly Newman Kroft Featured on CNBC’s Money Movers July 16

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CIO Notebook: Lower Services Inflation Delivers Welcome Core CPI Surprise
MARKET COMMENTARY
It Pays to Be Optimistic
INSIGHTS
Alert: Major Federal Tax Law Changes
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CIO Notebook: U.S. Non-Farm Payrolls Better than Expected but Questions Remain
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CIO Notebook: Light May Inflation Readings Put Fed on Notice
VIDEO
Holly Newman Kroft Discussed Current Market Environment on CNBC
MARKET COMMENTARY
May’s Markets in Full Bloom
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