How US Small-Caps Can Navigate Sustained Leadership

Published on August 21, 2026

After recovering from the “tariff tantrum” that saw stocks of all sizes and styles bottoming out in early April of 2025, equities finished 2025 in admirable shape, carrying the positive momentum into 2026.

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Counterintuitive Labor Market Shifts Constrain Measured U.S. Wage Gains

August 21, 2026
The headline U.S. unemployment rate has been falling for several months, but a closer look at who is leaving the workforce – and who isn’t entering or returning to it – reveals why average wages are stagnating, and why labor markets aren’t a source of inflationary pressure.

Should You Consider High-Yield Municipal Bonds?

August 21, 2026
High-yield municipal bonds are one of the best performing asset classes this year but that doesn't mean we think all investors should consider adding them to their portfolio.