The Pictures Say It All

Published on November 7, 2024

Dow Jones (publisher of The Wall Street Journal) announced that Nvidia (NVDA) will replace Intel (INTC) in the Dow Jones Industrial Average. Intel was brought in to replace Union Carbide four months and nine days before the peak in Intel’s stock price. Union Carbide became Dow Chemical via merger.

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$6.5B Callan Family Office Launches Tax Overlay Program

November 7, 2024
The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program.

A Closer Look at the Budget Deficit

November 7, 2024
While the primary focus for the financial markets has been on the continued resilient U.S. economy and what the current Fed rate cut cycle will ultimately look like, there has been another topic that has been making the rounds in the bond arena: the budget deficit.