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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?

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.

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

At the 2023 SIFMA Annual Meeting, Baird Chairman & CEO Steve Booth and Vice Chair John Taft discussed the state of the financial industry.

Here we are again: The United States has once again hit the debt ceiling, and the government can no longer issue any new debt unless and until Congress acts to raise the ceiling.

A 14th century Franciscan friar, William of Ockham, is credited with having formalized the principle that "simpler solutions are likely to be more correct than complex ones."

Do people learn to serve as fiduciaries through education, coaching, experience and working with clients – or are we hardwired to be good fiduciaries? Or bad ones?

Another wobble to start a new month.

The market’s benign churn has left a sort of bland baseline bullishness for 2026 intact.

Offsetting currents holding stocks in place: earnings outperformance, reassertion of Mag7, and still-ok hard economic data vs policy hazards. Bulls & bears are defined by whether one calls this churn resilience or delusion…