On Thursday, Arm Holdings (ticker: ARM) made, what some people may say, a triumphant entrance onto the public stage, securing its place as the year’s largest initial public offering (IPO). This not only marks the biggest public offering since Rivian Automotive’s debut in October 2021 but also offers a sign that the IPO market is …

Small cap stocks have dramatically underperformed large caps year-to-date. This isn’t a recent phenomenon. Small caps have lived in the shadows of their largest peers, particularly mega cap technology companies, for nearly a decade. The lag has worsened over recent years as inflation picked up and equity indices have become even more concentrated at the …

“Profitability is not an afterthought. It’s the foundation of our business.”  – Jeff Bezos Despite slowing sales growth, our on-going optimism about equities continues to be driven by fundamentals. We believe that improving profitability may continue to support earnings growth for some time to come as structural changes continue to drive efficiencies. Profitability stands as …

You may have noticed, artificial intelligence (AI) arrived on the scene with a bang. It’s a topic that’s caught the attention of CEOs on Wall Street and with good reason. Generative AI is poised to revolutionize various aspects of our personal and professional lives. Its influence has already seeped into our daily routines. Whether it’s …

In the traditionally male-dominated field of financial advice, a glaring gender gap persists with women making up only 15-20% of professionals in the industry.1 A Carson Group study found women in wealth management face distinct barriers, notably caregiving obligations and a male-dominated culture, which significantly impacts their career trajectories.2 Moreover, the study highlighted flexibility as …

“Life is like dancing. If we have a big floor, many people will dance. Some will get angry when the rhythm changes. But life is changing all the time” – Miguel Angel Ruiz A “rolling recession,” as some have described the current economy, is like a dance of ever-changing business dynamics. It happens when a …

“AI is the most profound technology that humanity will ever develop and work on. [More profound] than fire or electricity or the internet.” – Sundar Pichai, Google CEO Nvidia’s much-anticipated second quarter earnings surged past lofty expectations by 30%, propelling shares to a new all-time high. The heartening aspect of the report for investors is …

“The greatest danger in times of turbulence is not the turbulence; it is to act with yesterday’s logic.” -Peter Drucker Last week, roughly 30% of the S&P 500 market cap reported earnings, and the spotlight was on Apple and Amazon. Despite the obligatory note of caution every CEO utters, I’m hearing companies talk a lot …

Anxiety has increased as investors digest the debt crisis in Greece and the Chinese market crash. Add the Fed’s rate hike and drop in oil prices to the mix and the outlook is depressing. I started searching for good news – a silver lining amid the chaos – and found more uncertainty and trepidation. I …