Resources for Every Need
Discover valuable insights and practical tips to help you navigate your financial journey.
Private Markets: The Price of (Il)liquidity
Recent headlines have raised questions about private credit, but the story is more nuanced. Jake Stapleton, MBA, breaks down liquidity dynamics, investor behavior, and where long-term opportunities may still exist.
Fixed Income: Rising Rates & Emerging Opportunity
Markets are recalibrating expectations for rates, inflation, and policy. Nicholas Hinkebein, CFA, CFP, examines how shifting dynamics are impacting fixed income and where opportunities may emerge across global markets.
Global Economy: Geopolitics & a Multipolar World
Geopolitical tensions, energy shocks, and evolving trade dynamics are reshaping the global landscape. Emil Suqi, CFA, explores how these forces may influence growth, inflation, and market stability—and what investors should watch next.
March 2026 in Review
Rising energy prices, renewed volatility, and shifting market leadership shaped March. Nicholas Hinkebein, Senior Portfolio Manager, recaps how geopolitical developments and inflation concerns are influencing markets and policy expectations.
February 2026 in Review
Uneven market performance, moderating inflation data, and renewed geopolitical risk shaped February. Emil Suqi, Portfolio Manager - Team Lead, shares how evolving economic signals and policy expectations are influencing investor sentiment.
January 2026 in Review
Markets entered the year with mixed sentiment as investors reacted to geopolitical headlines, early earnings results, and evolving policy expectations. Dan Zeigler, Senior Portfolio Manager, shares key takeaways and what the team is watching as Q1 unfolds.
2026 Tax Reference Guide
Navigating tax regulations can be complex. This 2026 Tax Reference Guide summarizes key federal tax information for easy reference.
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.
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.