Q4 Quarterly Insights: Market Stories
North American equities capped off a third consecutive year of double-digit returns, while U.S. bonds delivered one of their strongest performances in recent memory. Trade tensions simmered throughout the year, recession fears lingered, and geopolitical conflicts persisted. Despite these headwinds—or perhaps investors learned to look past them—markets climbed steadily higher. The North American economy surprised […]
Q4 Quarterly Insights: The Path Forward
After three consecutive years of double-digit returns, investors will rightfully be asking about the chances of a “four-peat.” History offers some precedent—domestic equities posted a nine-year winning streak during the technology boom and later registered eight successive years of growth following the Great Financial Crisis of 2009—but the odds of another year of such gains […]
Market Commentary Q3 2025: Gold, AI Stocks, Rate Cuts
North American economies are beginning to lag, inflation has re-entered the conversation, and geopolitical flare-ups remain. Despite the headlines, global stock markets delivered another exceptional quarter as technology’s boom and lower interest rates preoccupied investors. The S&P 500 in particular recorded its best third quarter since 2020, marking a sharp rebound from April’s tariff-induced sell-off. […]
Why Clients Leave Their Financial Advisors—and How to Stop It
“I think the acquisition of consumers might be on the verge of being mapped. The battlefield is going to be retention and lifetime value.” – Gary Vaynerchuk Relationships are the foundation of long-term success, but even the best advisors lose clients. A missed call here, a delayed update there. Over time, small lapses create space […]
Special Report: The First Interest Rate Cut of 2025
“When our goals are in tension like this our framework calls for us to balance both sides of our dual mandate.” —Jerome Powell The U.S. Federal Reserve (“Fed”) has, for the first time since December 2024, eased monetary policy. Markets largely anticipated a 25-basis-point (“bps”) reduction on September 17th, but reactions across asset classes have […]
Direct Indexing: One-Click Advantages
Picture the benefits of managing personalized portfolios at scale through a tech-forward platform—not only for your clients, but for your business as well. Financial advisors are under more and more pressure to create unique, tax-efficient portfolios that stand out in today’s unstable markets. Investors, on the other hand, want solutions that fit with their values […]
Market Minutes August 2025: Fed Rate Cuts, Equities, and AI Trends
Key Messages Upward equity trends extended into August, and this time around, fixed income markets went along for the ride. Both outcomes are certainly appreciated, but they come with caveats as well. Stock prices, for example, were propped up by generally positive earnings reports. The good news managed to crowd out worries surrounding inflationary pressures […]