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.
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...
From Santa to the Easter Bunny: Rally Momentum or Melt-Up Zone Ahead?
"Sell in May and Go Away.” — An old investment adage with roots dating back to 18th century England. Also known as the...