Insight

Allison Stratton 4/1/23 Allison Stratton 4/1/23

Q2 2023 Review & Outlook

Declining Inflation and Resilient Growth Push Stocks Higher in Q2

Stocks in the second quarter experienced solid gains as inflation declined and growth remained resilient. The S&P 5002 and other major indices performed well following the Federal Reserve's pause in rate hikes, better-than-expected corporate earnings, and the resolution...

Allison Stratton 1/1/23 Allison Stratton 1/1/23

Q1 2023 Wealth Strategy Insights

Chatting with AI: Can it review its own investment potential?

As each quarter-end approaches, we survey our colleagues for timely newsletter topics. I volunteered to write an article about the investment potential of artificial intelligence (AI). The topic from my peers was along the lines of, “Write an article from the perspective of a wealth manager about the investment potential of AI.”