On April 17, Shannon Saccocia, CFA, Chief Investment Officer - Wealth, hosted a conversation with Jamie Iselin, Senior Portfolio Manager and Head of Municipal Fixed Income, and Elias Cohen, Head of the International Equity Team, where they reflected on the key developments of 2025 so far and discussed strategic portfolio positioning as we approach the second half of the year. The panelists touched on global fiscal and monetary policy changes, tariffs, equity volatility and inflation as they articulated our views on risks and opportunities in the markets for the remainder of the year.
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Market Outlook: Growing Pains
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Fixed Income: Takeaways Amid Turbulence
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Before the Ink Dries: Key Planning Steps Prior to an IPO, Merger or Sale
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Sustaining Effective Stewardship of Family Capital
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Liquidity Events: Positioning Portfolios for the Future
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Investment Lens: Looking Past the Midterms
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Fraud Protection Across an Evolving Threatscape
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2026 Year-End Wealth Planning Checklist
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The Gap Between Knowing and Doing
MUNICIPAL BASIS POINTS
Gauging Municipal Volatility—and Opportunity
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CIO Notebook: Another Hot CPI Report Puts October Hike Back in Play
VIDEO
Holly Newman Kroft Featured on CNBC’s Squawk on the Street October 13, 2026
MARKET COMMENTARY
Technology Provides a Port in the Storm
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