Insights & News

From High Income to Financial Independence: What Successful Professionals Do Differently

For physicians, attorneys, consultants, dentists, CPAs, and other successful professionals, years of demanding work and…

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The Financial Checklist for Engaged Couples

Senior Wealth Advisor Tricia Mulcare joined Atlanta News First’s Getting By Better segment to discuss…

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Week Ending July 17, 2026, Market Recap

The S&P 500 has been churning in a sideways pattern for much of the summer, as a reversal of fortunes plays out beneath the headlines. The index may remain captive to dueling themes of fading enthusiasm for chip stocks and renewed tension in the Middle East in the near term.

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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…

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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…

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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,…

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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…

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Gina Martin Adams on Markets, Energy & Global Risk

Chief Market Strategist Gina Martin Adams joined Reuters “Sectors Up Close” to share her perspective…

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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…

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Week Ending July 10, 2026, Market Recap

Another earnings season will kick off in the coming week, and consensus is expecting the spectacular growth that emerged in 1Q to continue. The current expectation is for 21.8% EPS growth for the S&P 500 and if growth turns out to be as strong or stronger than expected, it will contribute to a forecast for about 25% growth in earnings in 2026, an unusually strong pace of growth for the index, particularly in the middle of an economic cycle.

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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 –…

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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…

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