Quarterly Market Review: Q1 2024 By: Paul Dickson, Director of Research and Giri Krishnan, Senior Portfolio Manager Could there be “no landing” for the U.S. Economy? In defiance of the expectations of many economists, the U.S. Economy continues to show remarkable resiliency. The surprisingly strong...

Running a successful nonprofit comes with a unique set of challenges. The very nature of your organization means tight budgets and limited resources. But maintaining a digital presence in today’s internet age can help you raise money and spread awareness. Specifically, you can reach broader...

The Federal Trade Commission (FTC) recently released data on the top reported consumer frauds of 2023. The most frequently reported frauds involved imposter scams and other social engineering schemes, resulting in significant losses. These statistics, based on reported cases, underline the...

Everyone deserves a break and summer is right around the corner. Are you ready to make amazing summer memories? We’ve got essential summer travel tips to make your vacation a memorable one while staying within your budget. From packing hacks to destination recommendations, this list is all you’ll...

A firm grasp of generational differences can help you pinpoint your target audience. It’s important to consider the product or service you’re selling and the age groups they’re meant for. Business demographics span the gamut, so brands need accurate marketing and advertising strategies in order to...

The professional services sector is a critical component of economic development and productivity. The skills and knowledge of specialized professionals drive innovation and keep daily operations on track across multiple markets. We often assume professional services are safe from fluctuating...

Technology moves fast, and so do fraudsters. Innovations in artificial intelligence (AI) have brought advancements in many areas, including medical research, manufacturing and agriculture, as well as in how we interact with technology. However, AI has also created opportunities for bad actors to...

Your dream kitchen, bathroom, patio, or basement could be within reach if you’re sitting on home equity. Whether you’re looking to add an addition, finish a room, or enclose a patio, a remodel can add value to your house over time. Not sure where to start? There are numerous ways to add value to...

Keep your A-team on board! Dive into these proven retention strategies in professional services and cultivate a workforce that thrives. Due to factors like economic uncertainty, a shift to remote work, and early retirement, service-based companies have a new incredibly high turnover rate of 13.4%...

As 2024 continues on, many business leaders are looking for ways to remain resilient due to economic uncertainties. According to recent SAS data, 97% of executives view resiliency as an important factor—and 87% are confident about increasing resiliency in their companies in the future. Part of their...

Fraudsters today are smarter than ever. As technology advances, so do their tactics. As a consumer, you need to be aware of the latest fraud schemes to help protect yourself. Let’s discuss some ways scammers are impersonating the IRS to trick victims and steal your hard-earned cash. IRS...

You’ve invested countless long, hard hours in building a stable, profitable business with a bright future. But negative economic forces can strike at any time, destabilizing your finances and possibly even endangering the survival of your business. This is one of the main reasons it’s so important...