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Our insights

Smart thinking, commentary, and research that supports better wealth decisions.

file-article July 13, 2023

Stocks grab a lead at the half.

Global equity markets put up big scores in both the second quarter and the first half of 2023, amid periods of volatility.

file-article July 6, 2023

Peeking at possible peaks

Economists have been spending much of their time this year arguing when or if economic growth, inflation, corporate profits, interest rates and equities will peak.

file-article June 29, 2023

Deglobalization: Opportunities in China

Developed nations are increasingly interested in bringing jobs and manufacturing capabilities back to domestic shores.

file-article June 14, 2023

May commentary: Staring at the ceiling

Global equity markets overall experienced a modest downturn in May amid periods of volatility.

file-article May 30, 2023

ESG ratings: What are those all about?

The rise in sustainable investing has invariably brought with it a plethora of data and information, along with a lot of media attention.

file-article May 24, 2023

The U.S. dollar’s demise: Old song, new music.

There’s been a good deal of digital ink spilled in recent weeks over the pending demise of the U.S dollar (USD).

Wooden blocks are all different shapes yet come together to connect and create a solid piece.
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May 17, 2023

The family guide to trusts

The family guide to trusts

Two hands on a yellow background cupping an acorn representing how we can come together to create sustainability
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May 17, 2023

The family guide to lifetime gifting

The family guide to lifetime gifting

White puzzle pieces connect together across a blue background representing connectivity.
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May 17, 2023

The family guide to life insurance

The family guide to life insurance

Our team

Meet some the wealth experts that will help you achieve your goals.

Michael S. Farrell

Michael S. Farrell

Managing Director, SEI Private Wealth Management

Jeff Ladouceur

Jeff Ladouceur

Director, SEI Private Wealth Management

Steve B. Wittenberg

Steve B. Wittenberg

Director, Legacy Planning