Top Client Questions: A Surprise Jobs Miss, Historic Yen Intervention, and Strong Earnings
Learn about the economic impact of the surprise jobs miss, historic yen intervention, and recent strong earnings reports.
Weekly Market Recap – Fed Holds Rates Steady, Oil Prices Reverse Lower, and Q2 Headline GDP Growth Slows
Markets rebounded big time last week as geopolitical tensions eased and oil prices declined.
How to Save for Retirement: Key Retirement Planning Tips
Explore essential retirement planning tips to achieve your goals and secure your financial future with smart savings strategies.
Monthly Market Update: Stocks Hold Steady Despite a Busy Month of Geopolitical and AI Headlines
Second quarter earnings season kicked off in July, with leading AI companies Alphabet, Microsoft, Meta, Apple, and Amazon all reporting.
The Dollar, Gold, and Bitcoin: Explaining Recent Volatility
What’s going on with the dollar, gold, and Bitcoin? Check out the article for insights.
Private Wealth Management vs DIY Investing: Which Is Best?
Explore the advantages of Private Wealth Management for personalized financial planning and investment strategies tailored to you.
The Role of Cash in a Portfolio
The role of cash can be a complex topic because it serves many purposes in portfolios, financial plans, and in life.
Tax-Loss Harvesting: A Smart Approach to Reduce Taxes
Learn how Tax-Loss Harvesting can transform realized losses into tax savings opportunities for years to come.
The AI Value Chain: Investor Perspectives on Data Centers, Semiconductors and More
While there is little doubt that AI is transformational, it remains difficult to forecast demand or determine how it will affect businesses, workers, and productivity in the years ahead.
Chart of the Month | Market Forecasts Change, Retirement Plans Shouldn’t
This year is a useful example of why a portfolio shouldn’t be built around any single forecast, however confident or widely shared.
Weekly Market Recap | July 17, 2026
Markets were mixed this week as leadership continued to rotate within the market. The S&P 500 returned -0.1% and the Nasdaq declined -2.5% as investors rotated out of Technology stocks.
Private Infrastructure: The Essential Assets Behind Everyday Life
Learn why Private Infrastructure can be a compelling addition to a diversified investment portfolio.
Dynamic Portfolio Rebalancing: Boost Your Investment Returns
Understand how Dynamic Portfolio Rebalancing can help control risk and reduce trading costs for high-net-worth investors.
Quarterly Webinar: Q3 2026 Market and Economic Themes
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 3rd quarter of 2026.
Weekly Market Recap | July 10, 2026
Markets traded higher this week, with leadership swinging back to the largest technology stocks. The S&P 500 gained +1.23%, and the Nasdaq Composite returned +1.74%, while the Russell 2000 small-cap index finished -0.61% lower.
