2026 Outlook
The Discipline Dividend Capturing Opportunity and Managing Risk in an AI-Driven Market The year 2025 stood out for defining moments that sought to reshape markets and the global economy. From rapid policy shifts on Liberation Day to the return to rate cuts by the U.S. Federal Reserve and renewed hopes for peace in Europe and […]
Supercharge Your Retirement Savings for 2026
As we step into 2026, it’s a great time to take a fresh look at your retirement savings and make sure your plan is working as hard as you are. Saving for retirement is one of the best ways to build long-term financial security, and the choices you make this year can have a big, […]
Market Review – November 2025
Despite geopolitical tensions and mixed policy signals, stocks powered higher with technology and industrials leading performance while small caps lagged.
Market Review – October 2025
Despite geopolitical tensions and mixed policy signals, stocks powered higher with technology and industrials leading performance while small caps lagged.
Market Monitor – Third Quarter 2025
Markets shifted tone and investors grew more anxious of the current economic environment as foreign trade policy took hold with the Trump administration’s announcement of a 10% universal tariff and additional tariffs on various countries.
Market Review – August 2025
Despite geopolitical tensions and mixed policy signals, stocks powered higher with technology and industrials leading performance while small caps lagged.
Market Review – July 2025
Despite geopolitical tensions and mixed policy signals, stocks powered higher with technology and industrials leading performance while small caps lagged.
Market Monitor – Second Quarter 2025
Markets shifted tone and investors grew more anxious of the current economic environment as foreign trade policy took hold with the Trump administration’s announcement of a 10% universal tariff and additional tariffs on various countries.
Market Review – June 2025
Despite geopolitical tensions and mixed policy signals, stocks powered higher with technology and industrials leading performance while small caps lagged.
Staying Calm in Uncertain Times – Navigating Volatile Markets
Understanding Market Volatility In today’s unpredictable economic environment, market volatility remains a constant challenge for investors. Geopolitical tensions, shifts in government policy and unforeseen global events all contribute to frequent market fluctuations, often creating stress and uncertainty. Recent activity in the markets has served as a powerful reminder of just how quickly sentiment can shift. […]