Research

Welcome Carys Murphy

As we continue to grow and position ourselves for the future, we’re thrilled to welcome Carys Murphy to our team. Carys comes to us from Charles Schwab, where she was instrumental in driving their growth initiatives and integration strategies, including the landmark $26 billion acquisition of TD Ameritrade.

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Welcome Charlie Smith

We are excited to welcome Charlie Smith to our Business Excellence team! Charlie recently graduated from the University of Colorado, Boulder with a Bachelor’s Degree in Business Administration, with emphasis in Real Estate and Marketing. He will be supporting our growth and reinforcing our commitment to delivering exceptional outcomes for our clients.

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Charts That Caught Our Attention: Economy In Focus

Charts That Caught Our Attention: Economy In Focus   The market continues to move in extremes while the Fed maintains stability in messaging.     The continuous repricing of Fed Funds throughout 2024 Source: Smith Capital Investors, Bloomberg...

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Thought Leadership