Insights

Price Return Last Week S&P 500 (0.6%) S&P Mid Cap +1.3% Russell 2000 +1.3% MSCI EAFE +0.9% MSCI EM (0.7%) 10 Yr US Treasury Rate – fell from 4.99% to 4.93% Source: Refinitiv Eikon Recent News Anthropic Files for IPO – Artificial intelligence company Anthropic filed paperwork to become a publicly traded company on the week of November 16. Anthropic will begin trading under the stock symbol “ANT” and is said to be targeting a valuation of between $1.5 trillion and $2.0 tri

Andy brings to Chesley, Taft and to our clients over 25 years of wealth management experience spanning investment management, financial planning and estate planning.

Price Return Last Week S&P 500 (0.2%) S&P Mid Cap 0.6% Russell 2000 (0.2%) MSCI EAFE (1.7%) MSCI EM (1.4%) 10 Yr US Treasury Rate – rose from 5.18% to 5.28% Source: Refinitiv Eikon Recent News Jobs Report – Sep: 29k (Reuters Poll est. 90k) Aug: 133k The number of jobs added in September surprised all economists coming in below the lowest estimate. The number of jobs added in August was also revised lower, from 162,000 to 133,000, suggesting a weakening in the labor force