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Understanding Tariffs
Economy Policy And Macro Guy Davis, CFA 4/9/25 Economy Policy And Macro Guy Davis, CFA 4/9/25

Understanding Tariffs

Read more on our dive into tariffs and its economic impact, rationale and controversies.

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The Potential Sunsetting of the Tax Cuts and Jobs Act
Economy Policy And Macro Hooman Amiralai 11/19/24 Economy Policy And Macro Hooman Amiralai 11/19/24

The Potential Sunsetting of the Tax Cuts and Jobs Act

There has been much discussion and speculation during the last several months about the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) of 2017. The TCJA was a sweeping tax reform law that included provisions impacting both individuals and corporations…

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Understanding the Fed’s Decision to Lower Interest Rates
Economy Policy And Macro Guy Davis, CFA 9/19/24 Economy Policy And Macro Guy Davis, CFA 9/19/24

Understanding the Fed’s Decision to Lower Interest Rates

To compliment his recent piece on falling interest rates, Guy gives us some brief commentary on yesterday's rate cut. He touches on different asset classes and what investors can expect as the market reacts to the beginning of the rate cutting cycle…

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How Will the Election Impact the Markets?
Investment Research, Economy Policy And Macro Mark McMeans, CFA 8/21/24 Investment Research, Economy Policy And Macro Mark McMeans, CFA 8/21/24

How Will the Election Impact the Markets?

Our CEO, Mark McMeans, discusses the upcoming U.S. presidential election and the historical impact of previous elections on the stock market…

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What the US Presidential Election means for the Stock Market
Investment Research, Economy Policy And Macro Gabe Birdsall 8/13/24 Investment Research, Economy Policy And Macro Gabe Birdsall 8/13/24

What the US Presidential Election means for the Stock Market

With less than 90 days until Election Day, we thought we would tackle the question that might be on many investors’ minds: Which party is better for the stock market – Republicans or Democrats, or does it even matter?

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Second quarter 2025 investment recap – Brasada Capital
Read More on our latest update
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