G2 Graduates: Building Leadership in Wealth Management March 20, 2025 Congratulations to Our Graduates! We are thrilled to announce that two of our esteemed team members, Olga Okaty and Mark Barry, have successfully graduated from the G2 Leadership Institute...
4th Quarter Commentary and 2024 Outlook February 1, 2024: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Director of Investment Management, Mark Barry CFA, will be sharing a...
Q4 Commentary and 2023 Outlook with Mark Barry February 9, 2023: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Director of Investment Management, Mark Barry CFA, will be...
2nd Quarter Market Commentary with Mark Barry July 20, 2022: The ease of access to information and media are both a blessing and a curse, especially as headlines heat up and election season approaches. To summarize and explain the surplus of market news available,...
We hope you enjoy this commentary and with a quickly shifting geopolitical landscape, kindly note the time of the writing was prior to posting, with comments made based on events leading up to February 26, 2022. By Mark Barry, CFA: Following weeks of speculation, on...
Fourth Quarter Market Commentary January 13, 2022: The ease of access to information and media are both a blessing and a curse. With headlines always at their height in the last quarter of the year, our investment team has compiled their market commentary to cut...
