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John Taft talks with Strategas’ Head of Equity Derivatives about how investors should think about volatility.

Are We Really Facing a "Purgatory" of Low Returns?

A geopolitical jolt cracks the calm of a ‘grind-and-rise’ market. Just a minor shakeout to refresh the rally? Or a more erratic change in tone ahead of some key July tests on trade, the budget bill & the Fed into a less friendly seasonal backdrop?

The elite bull market takes control again with the SP500 touching 6800 for the first time ever…

The stock market has scaled its way to record highs in more than four months, feeding off a deep reservoir of worry filled during the April tariff panic that has not yet fully been depleted. How does it differ from the last time we were here? Can stocks remain resilient?

Markets were reminded not to dismiss three factors that have already contributed to volatility and uncertainty in recent months- global tariff policies, fiscal deficits and debt, and the traditional drivers of the US dollar. Yet S&P closed out its best May since 2023.

A Turbulent November market puts the onus back on the bulls to show resilience. Indexes tentatively bouncing off support after disgorging two months of gains, purging some froth, and resetting sentiment.

While a financial advisor may retire, their duty to their clients lives on.

Get used to the phrase “climate adaptation” – you’ll be seeing it a lot very soon. And as so often is the case with societal changes, the municipal bond market is the canary in the adaptation coal mine.

A goldmine of academic thought and analyses regarding the distinction between a business and a profession.