Resources - Independent Financial Services

August review: Markets advance despite familiar tensions

8/31/2026

The month of August reminded many investors that the markets rarely move in a straight line.

Markets & Investing

If it isn't broken, don't fix it!

8/31/2026

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

Five catalysts that could drive a pickup in volatility

8/28/2026

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Tug-of-war: Who is setting interest rates?

8/24/2026

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

Rising yields may create opportunity rather than signal a bond market crisis

8/21/2026

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

US equity leadership remains intact

8/14/2026

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

AI infrastructure spending puts free cash flow levels in focus

8/13/2026

AI spending is pressuring cash flow at major technology companies, bringing the sustainability of the sector’s momentum into focus

Markets & Investing

Investing in social enterprises: purpose and profit

How investors can support causes they care about while pursuing financial returns

Estate & Giving

Asking the right questions

8/10/2026

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

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