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, a trusted, go-to voice in the wealth management industry. From articles to podcasts and videos, please see the latest insights below.
The November market pause just might set the table for a profitable 2026
The S&P 500 finished November up 0.2%, bringing year to date returns to 17.8% through month end. A flat month on...
Trick or treat: A mixed bag
October could best be described as a mixed bag: some good, some bad, but certainly eventful. The month’s headlines and...
The Fed Talks the Talk, Walks the Walk: Investors Embrace the Fed’s Decision
Mark Twain once said that September is a particularly difficult month to invest in stocks. Of course, he went on to...