Latest Insights

Weekly Highlights
7/16– Weekly Economic Highlights
The Consumer Price Index (CPI) was up 5.4% year-over-year in June versus up 5.0% in May.
July 16, 2021

Viewpoints
Evaluating Proposals for Investment Advisory Services
Selecting the right Registered Investment Adviser (“RIA”) to manage your assets is one of the most important decisions you make as a financial professional. You need to make sure to ask the right questions and request the appropriate level of supporting documentation to make the most informed decision. The questionnaire as a primary reference point for these evaluations is known as a Request for Proposal (“RFP”).
July 14, 2021

Weekly Highlights
7/9– Weekly Economic Highlights
WEEKLY ECONOMIC-The economic calendar was light post the July 4th holiday with only three data releases of moderate significance
July 9, 2021