Resources for Every Need
Discover valuable insights and practical tips to help you navigate your financial journey.
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.
September 2025 in Review
Labor market revisions, a Fed rate cut, and strong GDP growth shaped markets in September. Chris Zabel, Portfolio Manager, recaps the latest economic trends and what could drive markets into year-end.
August 2025 in Review
Slower job growth and evolving Fed expectations shaped markets in August. Dan Zeigler CFP®, CMFC®, Senior Portfolio Manager, shares updates on employment, inflation, rate projections, and how equities and fixed income are responding.
July 2025 in Review
Markets remained resilient in July as new trade deals with Japan and the EU brought tariffs back into focus. Chris Zabel, Portfolio Manager, recaps the latest on earnings, Fed policy, and what could shape the outlook for the second half of the year.
Global Economy: Deficits, Debt, and the “Big Beautiful Bill”
Persistent deficits and rising debt levels are reshaping the fiscal landscape. Emil Suqi, CFA®, and Jake Stapleton, MBA, explore how these forces may impact markets and why global diversification is gaining traction.
Fixed Income: Holding Steady, Looking Globally
Amid rate cut speculation and rising developed-market debt, Tonia Maly, CFP®, CRPC®, and Denise Melton examine why emerging market bonds may offer income, stability, and new opportunity for fixed income investors.
Equity: Narrow Gains, Broader Hopes
Markets climbed to new highs in Q2, but most gains were concentrated in tech. Dan Zeigler, CFP®, CMFC®, and Christopher Zabel highlight key trends and how policy shifts could broaden market leadership in the months ahead.
June 2025 in Review
Markets held steady in June as investor attention shifted from trade policy to geopolitical tensions. Dan Zeigler, Senior Portfolio Manager, shares insights on oil price moves, equity performance, Fed updates, and what could shape the second half of the year.
May 2025 in Review
Markets gained ground in May as progress in trade negotiations helped reverse earlier declines. Chris Zabel, Portfolio Manager, shares highlights on market recovery, bond yield shifts, earnings updates, and what’s ahead as tariff talks continue.
April 2025 in Review
Markets remained volatile in April as sweeping tariffs reignited trade tensions and weighed on investor sentiment. Dan Zeigler, Senior Portfolio Manager, recaps how markets reacted, what drove earnings strength, and what the team is watching in the months ahead.