Resources for Every Need
Discover valuable insights and practical tips to help you navigate your financial journey.
Private Markets: The Other Side of Higher Rates
Higher rates are creating new opportunities across select insurance strategies. Emil Suqi, CFA, explores how annuities, insurance-linked investments, and reinsurance may offer different sources of income, diversification, and risk management.
Fixed Income: Repricing Risk Across Fixed Income
Higher rates are reshaping the yield curve while AI investment drives new borrowing across credit markets. Jake Stapleton, MBA, examines where opportunities are emerging and why credit quality matters.
Equity: A Market Out of Breadth
Market gains remain concentrated even as the S&P 500 trades near record levels. Nicholas Hinkebein, CFA, CFP®, explores what narrowing market breadth may mean for portfolio construction and diversification.
Trust Income & IRA Distributions
When a trust is the beneficiary of an IRA, distribution decisions can become complex. Doug Warren, JD, explores the distinction between trust income and principal, as well as key considerations for trustees.
Payments Insider 3rd Quarter 2026
In this issue, we explore the following topics: How ACH Originators and Third-Party Senders Can Stay Audit Ready All Year; The Trust Trap: The Hidden Objective Behind Bank Impersonation Fraud; They’re Gone. Their Payment Access Isn’t: The Hidden Risks of Treasury Management Offboarding; and Commercial Insights: Payments News Bites for Small Businesses.
September 2026 in Review
Resilient economic growth and improving inflation were met with higher interest rates and weaker consumer sentiment in September. Jake Stapleton, MBA, recaps the latest developments in Fed policy and market performance.
530A (Trump) Accounts: What Families Should Know
A new savings option is available for children. Learn how 530A (Trump) Accounts work, who may be eligible for the $1,000 federal contribution, and how they compare with other ways to save for a child's future.
August 2026 in Review
Fiscal concerns and shifting interest rate expectations shaped markets in August, while equities remained resilient. Nicholas Hinkebein recaps the latest developments across Fed policy, markets, and the continued AI buildout.
July 2026 in Review
Markets reassessed the AI trade in July as investors placed greater emphasis on earnings, cash flow, and returns on investment. Nicholas Hinkebein, CFA, CFP®, recaps the latest developments across equities, inflation, and Fed policy.
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.