Resources for Every Need
Discover valuable insights and practical tips to help you navigate your financial journey.
Private Markets: Why Private Real Estate Matters Today
Following a valuation reset, private real estate offers improved yields and structural demand tailwinds. Jake Stapleton, MBA, highlights why industrial assets stand out in today’s environment.
Equity: Rate Headwinds Turn to Valuation Opportunity
After years of underperformance, public REITs enter 2026 with cleaner balance sheets and improved valuations. Hunter Bukowy explores why this segment may deserve renewed attention.
Global Economy: From Fiscal to Productivity Dominance
Trade policy, deficits, and labor trends defined the market in 2025. Emil Suqi, CFA® outlines why 2026 may be shaped more by productivity gains and how that shift may influence positioning.
December 2025 in Review
AI investment, shifting Fed policy, and strong international market performance shaped the close of 2025. Dan Zeigler, Senior Portfolio Manager, reflects on the year’s key market trends and how the team is positioning itself for 2026.
Aligning Giving With Purpose
Pat Fong, Senior Trust Officer, explore how tools like Donor-Advised Funds and Charitable Trusts may support thoughtful, values-aligned giving as you plan for the year ahead.
Benefits of Offering a 401(k) Plan
A 401(k) plan remains a cornerstone of employee financial wellness. This article highlights how strong plan design can support retention, strengthen company culture, and create meaningful advantages for employers and their teams.
Benefits of Offering a 457(b) Retirement Plan
A 457(b) plan offers public and nonprofit employers a flexible way to attract and retain experienced staff. Learn how its tax advantages and unique savings features can support long-term employee stability and organizational goals.
November 2025 in Review
Markets weathered a volatile month as mixed Fed signals, labor market data, and consumer spending trends drove investor sentiment. Chris Zabel, Portfolio Manager, recaps the latest developments and what could shape the Fed’s next steps.
October 2025 in Review
October brought a second Fed rate cut, cooler inflation data, and strong corporate earnings—all while markets navigated a prolonged government shutdown. Dan Zeigler, Senior Portfolio Manager, recaps the latest economic trends, Fed policy shifts, and what’s driving equities and fixed income.
Private Markets: Private Equity: From Leverage to Leadership
Private equity is shifting from financial engineering to operational value creation. Jake Stapleton, MBA, explains how today’s firms are building long-term returns through growth and efficiency.
Global Economy: Positioning for a Late Cycle Economy
Slowing job growth, persistent deficits, and rate cuts are reshaping the policy landscape. Emil Suqi, CFA®, shares how these forces are influencing fixed income strategy and late-cycle portfolio positioning.
Equity: Emergent Themes and Attractive Valuations
As AI builds momentum and valuations climb, opportunities are emerging in innovation and natural resources. Ryan Lange, CFA®, CAIA, explores how diversification can help balance risk and return.