Boris Mikhail - Financial Advisor
Whether you’re planning for retirement, managing your taxes, or navigating business finances, I’m here to be your trusted partner.
06/15/2026
As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.
https://bit.ly/4uFdYsv
06/08/2026
After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.
https://bit.ly/4ebtC8G
06/01/2026
As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.
Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.
https://bit.ly/4dUI9W3
05/26/2026
Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.
https://bit.ly/4tYSKFB
05/18/2026
As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.
https://bit.ly/4dS2Q6c
05/11/2026
Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.
Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.
https://bit.ly/49mtu4E
05/10/2026
Today, we celebrate the incredible women who inspire us throughout our lives. Whether you’re a mom, a grandmother or a mother figure, thank you for your comfort, guidance and unwavering love.
05/04/2026
Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?
Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.
https://bit.ly/4tSq9CL
05/01/2026
Did you know that May 2 is National Life Insurance Day? That’s because it’s the anniversary of when it first became available in the United States.
Learn more with our life insurance guide: https://bit.ly/4cLEBq6
04/27/2026
After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fundamentals and corporate earnings. From developments in the Middle East to expectations around a potential Fed leadership change and a busy earnings season, Senior Economist James McCann outlines what investors should be on the lookout for in the latest Weekly Market Wrap.
https://bit.ly/42ybOza
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