Blog & Market Commentary
2Q Season Could Be Mag-7s Last Hurrah Atop the Earnings Pile
Abstract: The 2Q26 earnings season kicked off on July 14th with JPMorgan and the other…
The K-Shaped Economy Is Hidden Under the Headlines in Credit
Abstract: Much has been written about the wealth and income gap that has developed among…
HB Wealth Launches Dedicated Institutional Advisory and OCIO Practice Building on Existing Institutional Relationships
$32B AUM fee-only RIA formalizes and expands fiduciary services to nonprofits, foundations, and corporate clients,…
Gina Martin Adams on CNBC: Markets Brace for Earnings, Inflation, and Oil Risks
Chief Market Strategist Gina Martin Adams joined CNBC’s Morning Call Sheet to discuss the key…
Gina Martin Adams on Markets, Energy & Global Risk
Chief Market Strategist Gina Martin Adams joined Reuters “Sectors Up Close” to share her perspective…
Gina Martin Adams on Small Caps and Rate Hike Risks
What could rising interest rates mean for small-cap stocks? Gina Martin Adams joined Schwab Network’s…
Slim Dispersion Suggests Stocks Far From Late-Cycle, But Sector Strategy Still Adds Value
Sector dispersion – measured by the difference between the best and worst performing sectors –…
Financial Conditions and Economic Cues Make the Case for Hawkish Fed
The Fed’s recent shift toward a more hawkish bias has merit, according to measures of…
June Monthly Top Takes
Economy Steady, but as Peace Deal Emerges, Inflation Remains Top of Mind Growth indicators remained…
Private Aviation as a Business Asset: What Owners Need to Know About Tax, Risk, and Ownership Structure
For business owners exploring private aviation for the first time, the conversation often starts with…
Reconstitution Might Take Some Wind Out of Small Caps’ Sails
Abstract: Russell’s now semiannual reconstitution will take effect on June 29th and the event looks…
Insurance Considerations for Business Owners: What Established Owners Often Overlook
For established business owners, wealth tends to accumulate in layers: equity in the business, personal…
HB Wealth Named to Inaugural CNBC Elite Advisors List
Recognition reflects HB Wealth’s fee-only fiduciary approach to serving families with complex financial needs ATLANTA…
Falling Oil Shifts Breakevens, but it Doesn’t Help the Fed
Abstract: Oil is down almost 30% over the past month, and inflation breakevens have fallen…
Warsh is Taking the Greenspan Challenge on Price Stability
Financial markets’ inflation expectations have stabilized with peace talks in the Middle East, but it…
Mag-7 Slowdown May Be Offset by 493’s Gain as Economy Syncs Back Up
Abstract: The Magnificent-7 has struggled relative to the rest of the market for most of…
Can SpaceX Break the Post Pandemic IPO Curse?
Abstract: SpaceX kicked off what is likely to be a wave of historically large IPOs…
Depleting Strategic Petroleum Reserve (SPR) Clouds the Fed’s Path if Hormuz Doesn’t Open
The US’ strategic petroleum reserve (SPR) is hitting some of the lowest levels since the…
Beyond the Deal: The Emotional and Behavioral Realities of Selling a Business
Selling a business is often framed as a financial milestone, a liquidity event that rewards…
Stocks are Frothy, but This Bull Isn’t Yet a Tech Bubble Repeat
Abstract: U.S. stocks’ multi-year rally looks eerily similar to textbook bubbles that formed ahead of…