“It’s déjà vu all over again.”— Yogi Berra The first six months of 2024 were equally as kind to investors as the first...
Insights
Confluence clients enjoy access to a wealth of our continuously updated insights and educational resources. While we operate a fully independent boutique firm, we are partnered with Mariner Platform Solutions, a trusted, go-to voice in the wealth management industry. From articles to podcasts and videos, please see the latest insights below.
A Merry May on the Heels of an Awful April. The Merits of Staying Measured
“It’s the economy, stupid!” —Slogan coined by James Carville, well-known campaign strategist, and former President...
An April Air Pocket – No Fun, But Normal and Perhaps Even Healthy
“Some things are believed because they are demonstrably true. But many other things are believed simply because they...