Our theme for the equity market as we approached 2023 was: 2023 is likely to be the inverse of 2022. We’re deeply...
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.
More to Celebrate Than Fear as We Head Into 2024
“By rationally looking at long-term trends instead of viscerally reacting to the horror story of the day, you’ll see...
Why We’re Cautious Near Term and Constructive Longer Term. The Key Is Rates.
As we near year-end, we are cautious about S&P 500 returns in the near term. Our S&P 500 targets for year-end...