President and Chairman Steven Nelson is an important voice in the investment and financial industries. Read his insights into current marketplace developments in “Notes From the Chairman.” Our management team also contributes expertise on various topics relating to customer care, shareholder engagement, product and service highlights, new client listing and much more.
When I wrote to you in May, I indicated that previous turbulence in the markets had subsided after the election, and we were hitting new highs. This was so despite the fact that political unrest…
When I wrote to you in November, previous turbulence in the markets had subsided after the election, and we were hitting new highs. This was so despite the fact that political unrest within our country…
When I last wrote to you in June, previous turbulence in the markets had subsided and we were hitting new highs. This is despite the turbulence on the geopolitical front, which has only magnified in…
When I last wrote to you at the end of 2023, I noted that turbulent times geopolitically were accompanied by turbulence and a pullback in the markets. Since that time, the world continues to roil,…
I write to you this fall in confusing times. Politically we are surrounded by dysfunction and disunity unlike anything we may ever have seen. Similarly the economy and the markets are confusing at best. While…
I write to you this spring amidst the happy news that we have emerged from the worst stages of the Covid pandemic after three years of hardship and challenges that we have never encountered before.…
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