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Capital markets perspective: Beat and raise

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When a company’s earnings surpass expectations, its stock is often rewarded with a price bump, usually magnified if the company’s leaders provide upbeat guidance on outlook – commonly referred to as a “beat and raise.” Let's explore a recent example.

One thing: Home sweet home improvement

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One thing moving markets is the notable decline in home improvement projects – which often correlates with the state of U.S. homeowners and the broader housing market. 

🧊 Just chill

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After an inflation hot streak, the latest CPI brings a cool breeze of relief for consumers: The rate rose just 0.3% in the month of April. Kick back and relax with this week’s money stories. 

What is tax-loss harvesting?

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Tax-loss harvesting is the investing technique of selling depreciated securities to offset gains within a given tax year.

IRS audit triggers

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When it’s time to begin preparing and filing your taxes, keep in mind that audits happen.

Capital markets perspective: Crossing lines

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Last week’s macroeconomic data featured two crossing lines, pointing both to where the economy is headed and how healthy the economy is today. More on crossed lines, consumer sentiment, and potential impacts.