Thayer Partners Quarter 4 Investment Commentary
Stocks Complete a Strong Quarter, Year, and Remarkable Three Years The Federal Reserve Faces Leadership and Policy Transition in 2026 Economic Growth...
Thayer Partners Quarter 2 Investment Commentary
Executive Summary: Stocks Recover from Early April Tariff Sell-off, as Negotiations Continue Fed Remains on Hold, Watching Tariff Effects and...
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Direct Indexing: A Strategic Addition to Your Portfolio Expanding Opportunities for Customization, Tax Efficiency, and Control
Thayer Partners: May 15, 2025 1:15:00 PM
Unlocking Targeted Advantages: Introducing Direct Indexing as a Strategic Complement to ETFs The wealth management landscape is evolving rapidly, and...
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Navigating Tariffs, Inflation, and Market Volatility
All clients — the below five questions/answers are from a discussion that was had just before yesterday’s pause announcement. However, we feel it’s...
Market Update
As you are seeing, stocks have been in sell mode in recent weeks, including a big drawdown yesterday. After hitting an all-time high on February...
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Post-Election Markets
Thayer Partners: Nov 8, 2024 2:00:00 PM
Donald Trump’s dominant win and return to power, and possible Republican sweep of Congress, are creating notable reverberations in financial markets....