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Market Insights

Learn about the latest economic news, discover the potential impact on you and your financial plan, and explore insights you can use to help meet your goals.

The Power of Diversification in Volatile Markets

Anchoring to the “right” diversification can help keep portfolios afloat
Why Energy Independence Doesn’t Stop Rising Gas Prices

It’s not the ’70s anymore, but oil shocks can still shake up your budget.
A Private Revolution Is Upon Us

What impact will the rising use of private equity and debt funds have on you?
Does Gold Deserve a Core Spot in Your Portfolio?

Here’s why gold doesn’t merit being a core portfolio holding.
Protecting Your Portfolio in Today’s Market Volatility

Diversification isn’t the answer. The “right” diversification is.
Will Social Security Be There When You Retire?

With good planning, steady habits and a clear head, we can navigate whatever comes next.
4 Essential Charts to Help You Stay Calm During Market Declines

Use them to help prevent your emotions from taking over.
Why Bonds Still Matter: Lessons from April’s Market Shake-Up

Bond skeptics proved wrong – again.
The global stock market has a new king

How long will Europe wear the crown?
Navigating Market Impacts of the One Big Beautiful Bill

“[I]n this world nothing can be said to be certain, except death and taxes.” – Benjamin Franklin, 1789
OBBBA, the National Debt and What It Means for Your Money

Understanding the journey from Washington to your wallet
Investing in Exponential Technologies: How Innovation Shapes Stronger Portfolios
Celebrating 20 Years of Institutionally Managed Portfolios

Here’s to 20 years of our institutionally managed portfolios.
Why Gold, Silver & Bitcoin Aren’t Our Long-Term Investing Strategy

What we think about the hype around gold, silver and bitcoin
2025 Midyear Market Outlook – Strategies to Navigate Volatility

Help give yourself an advantage with these tips.
Rethinking the 60/40 Portfolio: The Role of Private Investments

How private investments are reshaping wealth management for everyday investors.
Understanding Inflation: What Rising Prices Really Mean
Putting inflation and the markets into perspective

A highly diversified portfolio keeps our focus on the long term.
What the Silicon Valley Bank news means for your wealth

Look beyond the headlines to understand the impact.
The power of patience

Things you can do (and not do) amid declining portfolio returns.
The truth behind Wall Street’s market forecasts

We look beyond them for investment success.
Does Crypto’s Sizzle Mean Getting Burned?

Our latest thoughts on one of the market’s riskiest asset classes.
A portfolio for the next four years and beyond

Your portfolio should let you worry less about politics and focus more on your goals.
Earnings vs. rate cuts: Who’s the boss?

Earnings season reminds us that profits ultimately drive stocks.
Bonds Have Perked Up, So Pay Attention

If you wait for certainty, you will miss opportunity.
Market Insights

Want help with investment success? The market reminds us that you need this trait.
Recent Market Volatility
July Market Insights

Small caps top performers in July, bucking the trend
June Market Insights

June’s markets end mixed amid economic crosscurrents.
May Market Insights

Markets gain in May, though uncertainty about interest rates remains.
April Market Insights

Markets stumble on stubborn inflation and weak GDP
March Market Insights

Stocks rise as market bets on economy’s resilience amid higher rates.
February Market Insights

Stocks post strong gains, though interest-rate picture gets cloudier.
January Market Insights

U.S. large-cap stocks start 2024 higher amid optimism for soft landing. 
December Market Insights

Market ends 2023 with robust gains as it eyes possible soft landing and rate cuts.
November Market Insights

Markets snap losing streak and celebrate possible end to rate hikes.
October Market Insights

Stocks and bonds extend decline on interest rate anxiety.
September Market Insights

Fears of 'higher rates for longer' deal a blow to stocks and bonds
August Market Insights

Stocks end August lower despite easing inflation concerns.
July Market Insights

Positive news propels markets.
Is now the time to pull your money out of the market?

Create a plan so you don't have to ask this question.
May 2023 Market Insights

Debt ceiling drama keeps markets restrained.
Russia’s invasion of Ukraine and its effect on the markets

Staying the course through geopolitical events.
March 2023 Market Insights

Despite volatility, markets gain in March, rounding off a positive first quarter.
Federal budget proposals and their effect on investment strategies

Watch now.
On the rise: Fed interest rate hike

How can it affect your wealth planning?
February 2023 Market Insights

Concerns about stubborn inflation weigh on markets in February
Everyday Wealth, Everyday Insights

Navigating relationships and the transfer of wealth.
April 2023 Market Insights

A mixed month for markets.