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Insights


Market Commentary | July 2025
Market Sets New Highs as Tariff Fears Ease U.S. stocks closed the second quarter on a strong note. The S&P 500 and Nasdaq Composite set...
Jul 1


Scaling Smarter: How Quartz Investment Models Help Advisors Grow with Confidence
Discover how Quartz’s adaptive investment models help advisors mitigate risk, improve client outcomes, and scale their practices—without adding complexity.Â
Jun 23


Market Commentary | June 2025
Markets Rebound as Trade Tensions Ease Investor sentiment took a decisive turn for the better in May, as easing trade tensions and...
Jun 3


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.
May 17


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
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