Insights
Market Insights – August 2023
Is the U.S. Dollar Doomed? This year we have heard an increasing number of negative views on the U.S. Dollar. There is plenty of speculation that it is doomed, and that the new currency of choice could be the BRICS (reference to the five currencies used by the current...
TRUADVICE® Acquired by Bison Advisors
Elevating the Future of Independent Investment Advisory Firms ATLANTA, Aug. 1, 2023 /PRNewswire/ -- Bison Advisors announced today the acquisition of TRUADVICE®, a full-service, turnkey asset management platform based in Sarasota, FL. This...
Market Commentary – Q2 2023
Market Recap One of Wall Street’s adages – the market does what it needs to do to prove the majority wrong – came true in the first half of 2023. Coming into the year and dating back to the October 2022 lows, investor and consumer sentiment had hit rock bottom, close...
Bison Hires Prominent Industry Veteran to Drive Growth
Tom Scaturro has joined Bison Wealth to supercharge business development ATLANTA, July 24, 2023 /PRNewswire/ -- Bison Wealth, LLC announces the hire of Tom Scaturro as Senior Managing Director and Partner in charge of acquisitions and...
Capital Group Team Joins Investment Firm Bison Wealth
Becky Wuest Creavin and Patricia Janco-Tupper bring a proven NYC presence to Bison Wealth ATLANTA, July 18, 2023 /PRNewswire/ -- Becky Wuest Creavin and Patricia Janco-Tupper, formerly part of Capital Group, are on the move. Becky...
Market Insights – July 2023
Be Careful with Bears A saying that we refer to often is "avoid the noise." The chart below is from late 2020, but one would suspect it could be even worse in many instances today. The study, completed by JP Morgan, observes a number of well-known names in the...
July 2023 Roundup
Key Observations & Outlook ▶ The avoidance of a more significant economic downturn has been enough to propel the equity markets higher ▶ Labor markets are still tight and remain a bright spot for the economy ▶ Oil prices have risen 20% over the past 5 weeks,...
Bison Holdings acquires boutique independent investment advisory firm, Lakeview Capital Partners
In 2013, Lakeview Capital Partners set out to redefine the wealth management industry and build a world class multi-billion investment management firm from the ground up. Our team should be congratulated on our collective vision and execution. Today, we are excited to...
Bison Market Insights – Q2 2023
Changes Happen Fast These Days Anecdotally, it seems like things change quicker these days. Technology, medicine, recovery from bear markets, investor sentiment and so on. It is increasingly looking as though the adoption of electric vehicles (EV's) could be a major...