Posts by Kathy S. Williams

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Meet the New Magnificents

As we come to the end of the year, markets have fixated on two primary narratives. First, will the AI trade and Magnificent-7 (Apple, Amazon,

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Blog
David S. Waddell

Meet the New Magnificents

As we come to the end of the year, markets have fixated on two primary narratives. First, will the AI trade and Magnificent-7 (Apple, Amazon,

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New York Stock Exchange with Christmas Tree in front
Blog
David S. Waddell

Fed Unwraps Holiday Highs

On Wednesday of this past week, the Federal Reserve concluded their eighth and final FOMC meeting of the year. With a record Government shutdown suspending

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4 people standing around a conference table
Weekly Insights
David S. Waddell

For Phyllis

Corporate culture isn’t something you install, it’s something you express. It’s the fusion of the passions, values, capabilities, and personalities of the people within a

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Blog
David S. Waddell

‘Tis The Season?

The Full Story: This week contained a cornucopia of market-moving morsels. Fed action, earnings action, tariff action, and year-end positioning pressed all three major stock

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David S. Waddell

Spooktober

Markets have finally fulfilled their seasonal promise of declining as we approach All Hallows Eve. Those who have known us for a long time know

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