On July 11 we hosted a discussion with Shannon Saccocia, CFA, Chief Investment Officer, Private Wealth, in conversation with Jamie Iselin, Senior Portfolio Manager and Head of Municipal Fixed Income, and Greg Spiegel, Portfolio Manager, Small Cap. Together, they discussed their thoughts on the potential impacts of cooler inflation and labor market data on portfolio positioning and possible market implications for the quarter ahead.
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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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