Hi everybody! My name is Maggie DiCarlo, and I am excited to introduce myself as the new Financial Planning Associate on the Howe team. I am a lifelong resident of Braintree, Massachusetts, and after graduating from Braintree schools, I attended Florida Gulf Coast University where I graduated Summa Cum Laude with a degree in Finance and a concentration in Financial …
“Every time we fall to pieces, we build something new out of the hurt” – Back to Earth, Steve Aoki, 2014 That didn’t take long. Despite all of the fanfare that accompanied the SpaceX IPO that included many investors working strenuously to get pre-IPO allocations, the rocket ship that soared as high as $225 per share in the days immediately post IPO …
The AI boom’s biggest supply constraint right now isn’t GPUs. It’s memory. Every AI server in every data center powering tools like ChatGPT and Claude is only as fast as the memory chip sitting next to its processor. That memory is now in short supply. Prices for the two main types, DRAM and NAND flash, jumped 58 to 63% and …
In this week’s GVA Market Insights, our Asset Management team explores: Equity markets have surged over 10% since April 1st amid strong earnings, though mega-cap concentration — particularly in semiconductors — remains a growing concern. The Fed held rates steady at its latest meeting, but a hawkish shift is emerging as inflation reaccelerates and rate hike expectations build for year-end. …
The wild ride for the U.S. stock market continues in 2026.
For the first time in years, the IPO market is generating legitimate buzz rather than cautious optimism. The second half of 2026 is shaping up to be the most consequential listing window since the peak IPO years of the last decade when Facebook, Twitter, Alibaba, Uber, and Snowflake all made their public market debuts. The biggest difference this time around …
This Old Coach There comes a time in every coach’s life when he realizes two things: His players are now taller than he is. He’s spent more summers at the baseball field than mowing his own lawn. For me, that time has arrived. After many years in the dugout, countless practices, hundreds of games, and ten years serving on the …
“It’s gettin’, it’s gettin’, it’s gettin’ kinda heavy” – The Power, Snap, 1990 The U.S. stock market is getting way ahead of itself. For as constructive on the markets as I was back in February and March when the S&P 500 was careening into correction territory despite the fact that economic growth remained strong and corporate profit growth projections were being revised …
In this week’s GVA Market Insights, our Asset Management team explores: Private Markets Noise vs. Reality: Redemption headlines at BlackRock and Blue Owl are alarming on the surface, but the 5% quarterly liquidity cap is a structural safeguard, and comparisons to 2008 miss the mark. Stagflation Warning Signs: CPI at 3.8%, gas above $4.50, a 10-year at a 52-week high, and zero …
Why Digital CAPEX Is Colliding with Physical Infrastructure Reality What happens when the tortoise and the hare must finish the race at the same time? The market narrative today is dominated by the scale of capital being deployed into AI, data centers, and next-generation compute. Hundreds of billions of dollars are being committed, sometimes circularly, with the expectation that infrastructure …
