Resources for Every Need
Discover valuable insights and practical tips to help you navigate your financial journey.
Equity: AI Holds Center Stage
Artificial intelligence continues to drive market performance as leadership broadens beyond mega-cap technology. Jake Stapleton, MBA, and Hunter Bukowy explain why the next phase of AI investing will depend less on promise and more on execution.
Fixed Income: Long-Term Yields & Active Management
Higher Treasury yields and record AI-related bond issuance are reshaping fixed income markets. Nicholas Hinkebein, CFA, CFP®, explores why active management and disciplined security selection are becoming increasingly important.
Global Economy: Geopolitics, Fragmentation & Selectivity
Geopolitical tensions and shifting supply chains are reshaping global trade and investment. Ryan Lange, CFA, CAIA, and Aakaash Raja examine why a more fragmented world may require a more selective approach to diversification and portfolio positioning.
June 2026 in Review
Market leadership shifted in June as investors looked beyond mega-cap technology amid evolving economic and geopolitical developments. Denise Melton, AIF, recaps the latest on equities, Fed policy, inflation, and the outlook for the second half of the year.
May 2026 in Review
Strong earnings, continued AI investment, and shifting consumer sentiment shaped markets in May. Jake Stapleton recaps key developments across equities, energy markets, inflation, and the economic outlook.
April 2026 in Review
Rising energy prices, shifting Fed dynamics, and strong earnings shaped markets in April. Jake Stapleton, MBA, recaps how geopolitical developments and sector rotation are influencing market performance and the economic outlook.
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.