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Insights


Navigating Fed Neutral Policy and the Risk of Recurring Supply Shocks
Markets were mixed last week as the Fed held rates steady and Jerome Powell warned of more frequent supply shocks ahead. Our latest commentary breaks down what this means for monetary policy, equity sectors, earnings resilience, and fixed income positioning.
2 days ago


Market Volatility, Tariffs, and the Road Ahead: What Financial Advisors Need to Know This Week
The markets surged last week—but it wasn’t all good news. Trade tensions, volatile guidance from Washington, and weakening GDP have created a murky macroeconomic outlook. Here’s what independent financial advisors should watch closely.
May 8


Why This Market Rally Feels Riskier Than It Looks
Markets are reaching new highs—but that doesn’t mean risk is off the table.
In this post, we explore why today’s optimism may be overlooking key vulnerabilities in the economic outlook and how advisors can stay grounded in data-driven strategy.
May 6


Market Commentary | May 2025
Market Turbulence: Not Much Change U.S. financial markets experienced tremendous volatility in April 2025, driven by President Trump's...
May 1


Market Commentary | April 2025
Market Turbulence: Tariffs, Economic Concerns and Sentiment Shifts March inflicted significant damage to investors, as all three major...
Apr 2


Market Volatility, Tech Sell-Offs, and Trade Policy: What Financial Advisors Need to Know
Market volatility, tech sell-offs, and new tariffs—what financial advisors need to know to stay ahead.
Mar 4
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