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INSIGHT
Implications and Aftermath of the failure of Silicon Valley Bank

Background The rapid downfall of Silicon Valley Bank (SVB) set off a wave of uncertainty and fear in the markets. On Wednesday, March 8th, SVB ann…

MAR 13, 2023 YUNG-YU MA, PH.D.
Insight Image
Insight Image
Insight Image
INSIGHT
A guide to choosing a financial advisor

A Guide to choosing a financial advisor Selecting the right financial advisor for your specific situation and goals may feel like a daunting task …

MAR 03, 2023
Man looking at tablet computer
Man looking at tablet computer
Man looking at tablet computer
INSIGHT
PRIVATE EQUITY
Why do the wealthy borrow?

So they can grow their wealth in strategically tax-efficient ways. More than any other segment of the population, the wealthy understand the power…

AUG 30, 2022
Computer image
Computer image
Computer image
INSIGHT
Online safety: Tips to help protect your personal and financial information

It's always an ideal time to focus on keeping your financial information out of criminals’ hands. Many of today’s fraud rings target consumer informa…

APR 08, 2020 BMO WEALTH MANAGEMENT - U.S.
Abstract globe
Abstract globe
Abstract globe
INSIGHT
outlook for financial markets
February - March Outlook for Financial Markets

“It’s like astronomy, where what you see isn’t the star as it is right now, but the star as it was 10 years ago . . .Epidemics are like that: We are …

FEB 20, 2020
Mom and child with facemask
Mom and child with facemask
Mom and child with facemask
INSIGHT
current market news
Coronavirus Update

“In God we trust. All others must provide data.”  Dr. William Schaffner, Vanderbilt University Medical Center, as quoted in The New York Times on 02/…

FEB 03, 2020 YUNG-YU MA, PH.D.
FOMC
FOMC
FOMC
INSIGHT
current market news
EconoFACT - FOMC Policy Announcement - On Hold

The Federal Open Market Committee kept the fed funds target range unchanged for the second consecutive meeting, with the policy statement showing few…

JAN 30, 2020 BMO WEALTH MANAGEMENT - U.S.
Abstract Modern World Map
Abstract Modern World Map
Abstract Modern World Map
INSIGHT
outlook for financial markets
Our Outlook: Global backdrop and tactical recommendations

“A bend in the road is not the end of the road…unless you fail to make the turn.” - Helen Keller   Summary We are introducing several changes…

JAN 29, 2020 YUNG-YU MA, PH.D.
Wall Street sign in front of building with American flags
Wall Street sign in front of building with American flags
Wall Street sign in front of building with American flags
INSIGHT
quarterly earnings
Q3 Earnings Review: Jumping over the low bar

Third quarter earnings season is wrapping up and results were strong enough to provide a positive catalyst for the stock market. In total, earnings e…

NOV 12, 2019 YUNG-YU MA, PH.D.
Money with Dice on top that says Cut
Money with Dice on top that says Cut
Money with Dice on top that says Cut
INSIGHT
current market news
The rate cut: What happened? What's next? And our take

What happened? In line with market expectations, the Federal Reserve Board cut the Fed Funds rate by 25 basis points on October 30 to a range of 1.5…

OCT 31, 2019 YUNG-YU MA, PH.D.