
Client Portfolio Management: A Practical Guide
Client portfolio management helps you align investments with client goals. Learn practical steps for building strong relationships and managing risk effectively.
Client portfolio management helps you align investments with client goals. Learn practical steps for building strong relationships and managing risk effectively.
Learn how a fixed income strategy can help you generate steady income and preserve capital, with practical tips for building a resilient investment portfolio.
Tactical asset allocation lets you adjust your portfolio to market trends. Learn how this flexible strategy can help manage risk and pursue new opportunities.
Get clear, practical advice on fixed income funds—how they work, key risks, and tips for building a stable, income-focused investment portfolio.
Find practical asset allocation examples and learn how to tailor your portfolio strategy to fit your goals, risk tolerance, and investment timeline.
Get practical tips on private credit access for HNWIs, including investment options, risks, and how to add private credit to your portfolio with confidence.
Succession planning financial advisor guide with actionable steps to protect your clients, team, and business value during a smooth ownership transition.
Find out how to build an investment strategy for advisors that aligns with client goals, manages risk, and supports long-term financial success.
Find the top investment platforms for advisors. Compare features, costs, and integrations to choose the right solution for your growing advisory practice.
Bitcoin. It’s a word that excites some and unnerves others. Once confined to the domain of Reddit forums and your eccentric cousins’ Thanksgiving rants, it has now made its way
With President Trump doubling down on his trade agenda in his second term, a new round of sweeping tariffs has investors, businesses, and global leaders scrambling to assess what comes
Artificial Intelligence (AI) has witnessed explosive growth over the past few years, evolving from niche technology to one of the most transformative forces in the global economy. While AI has
The current business cycle is anything but ordinary, diverging significantly from historical norms and shaped by transformative structural shifts. These changes, driven by exogenous shocks and powerful trends, have altered
In the dimly lit corridors of monetary policy, the Federal Reserve is chasing a ghost – the elusive “neutral rate” of interest, or r*. This phantom benchmark, where policy neither
The seas of the market are vast and deep, yet in recent years, a few oversized fish have captured all the attention, creating waves impossible to ignore. These ‘Magnificent 7’
The familiar narrative of foreign markets poised to outshine the U.S. has once again emerged. Yet, time and again, America’s markets have proven these expectations wrong. Fueled by relentless innovation,
The Republican clean sweep in Washington has set the stage for what many are calling “Trumponomics 2.0.” With the deck now stacked in their favor, we’re being dealt a new
Many investment concepts, tools, and strategies are cloaked in vague complexity, allowing some money managers an air of sophistication. Instead, we believe in cutting through the confusion by educating investors
Q2 2025 Market Commentary: Equities, Tariffs & Fixed-Income Outlook Table of Contents Domestic Equities At first glance, the 2nd quarter market commentary appears positive, with major indexes ending near their highs. However, despite a strong performance, the sentiment of 777usd stock remained cautious due to external risks, such as trade tensions and fiscal policies, which could affect future market trends.
Domestic Equities U.S. equity markets posted steep declines in the first quarter of 2025, rattled by escalating trade tensions, fading enthusiasm for AI-driven growth, and signs of softening economic momentum. The S&P 500 fell 5.8%, the Nasdaq Composite dropped 7.3%, and the Dow Jones Industrial Average lost 4.2%, marking the worst quarterly performance since 2022. Tariff-related headlines dominated the quarter.
Domestic Equities U.S. equity markets experienced broad gains in the fourth quarter, marked by significant shifts in market leadership. Early in the quarter, the so-called “Trump Trade” drove small caps, financials, and other cyclical sectors to the forefront as investors anticipated policy benefits from a Trump victory. However, after the election and as the quarter progressed, this trend lost momentum.
Global equity markets sustained their upward trajectory in the third quarter, although the ride was bumpier than in previous months. Several key factors contributed to this volatility, including concerns about the U.S. economy and labor markets, the unwinding of the USD-Yen carry trade, global central banks beginning their rate-cutting cycles, and China’s announcement of a significant economic stimulus package. Investors
The economic momentum from the first quarter of 2024 continued into the second, resulting in another positive period for equity markets. Initial concerns over central bank rate cuts due to strong April data eased, reviving hopes for a soft landing. Inflation in the services sector remained a concern, reducing expected rate cuts by Western central banks. U.S. equities performed well,
Global asset class performance in the first quarter of 2024 diverged after a strong rally in the final months of 2023, as markets adjusted expectations for policy rate cuts in major developed economies. While the US saw robust 3.4% GDP growth in Q4 2023, the UK and Europe entered a technical recession. China’s ongoing property sector challenges weighed on its
After a shaky start to the quarter, US equities experienced a significant rally following the Federal Reserve’s indications that interest rate cuts could be on the horizon. Domestic Equities After a shaky start to the quarter, US equities experienced a significant rally following the Federal Reserve’s indications that interest rate cuts could be on the horizon. Concurrently, there was an
The third quarter of 2023 saw the euphoric optimism that propelled the “Magnificent Seven” stocks and broad indices higher, abruptly give way to renewed concerns regarding the Federal Reserve’s policy action, or future inaction. The initial vigor of July, extending the strong uptrend from the first half of the year, gave way to a notable shift in sentiment during August
The first half of 2023 has concluded following a second quarter that saw concern on the direction of markets and the economy giving way to resilient data and optimistic sentiment. Throughout the quarter, investors received earnings reports, economic indicators, and banking sector news displaying that the worst-case scenario of an imminent, banking led recession in the US was not in
S&P 500: 0.26% DOW: 1.56%
NASDAQ:-0.58% 10-YR Yield: 4.26%
S&P 500: 0.98% DOW: 1.79%
NASDAQ:0.81% 10-YR Yield: 4.32%
S&P 500: 2.48% DOW: 1.39%
NASDAQ:3.88% 10-YR Yield: 4.28%
S&P 500: -2.36% DOW: -2.92%
NASDAQ:-2.17% 10-YR Yield: 4.23%
S&P 500: 1.52% DOW: 1.26%
NASDAQ:1.18% 10-YR Yield: 4.39%
S&P 500: 0.62% DOW: -0.06%
NASDAQ:1.50% 10-YR Yield: 4.43%
S&P 500: -0.32% DOW: -1.03%
NASDAQ:-0.8% 10-YR Yield: 4.42%
S&P 500: 2.25% DOW: 3.38%
NASDAQ:2.15% 10-YR Yield: 4.34%
S&P 500: 3.46% DOW: 3.85%
NASDAQ:4.25% 10-YR Yield: 4.27%
S&P 500: -1.17% DOW: 0.01%
NASDAQ:0.21% 10-YR Yield: 4.37%
S&P 500: -1.13% DOW: -1.79%
NASDAQ:-1.30% 10-YR Yield: 4.41%
S&P 500: +1.50% DOW: +1.17%
NASDAQ:+2.18% 10-YR Yield: 4.51%
S&P 500: +1.88% DOW: +1.60%
NASDAQ:+2.01% 10-YR Yield: 4.39%
S&P 500: -2.59% DOW: -2.43%
NASDAQ:-2.45% 10-YR Yield: 4.51%
S&P 500: 5.27% DOW: 3.41%
NASDAQ:7.15% 10-YR Yield: 4.45%
S&P 500: -0.47% DOW: -0.17%
NASDAQ:-0.27% 10-YR Yield: 4.39%
S&P 500: 2.89% DOW: 2.96%
NASDAQ:3.42% 10-YR Yield: 4.24%
S&P 500: 4.59% DOW: 2.48%
NASDAQ:6.73% 10-YR Yield: 4.25%
S&P 500: -1.5% DOW: -2.66%
NASDAQ:-2.31% 10-YR Yield: 4.33%
S&P 500: 5.56% DOW: 4.97%
NASDAQ:7.29% 10-YR Yield: 4.47%
S&P 500: -9.19% DOW: -7.83%
NASDAQ:-9.99% 10-YR Yield: 4.01%
S&P 500: -1.53% DOW: -0.96%
NASDAQ:-2.596% 10-YR Yield: 4.25%
S&P 500: 0.36% DOW: 1.14%
NASDAQ:0.46% 10-YR Yield: 4.25%
S&P 500: -2.43% DOW: -3.10%
NASDAQ:-2.41% 10-YR Yield: 4.32%
S&P 500: -3.10% DOW: -2.36%
NASDAQ:-2.53% 10-YR Yield: 4.16%
S&P 500: -0.98% DOW: .96%
NASDAQ:-3.60% 10-YR Yield: 4.21%
S&P 500: -1.58% DOW: -2.49%
NASDAQ:-2.45% 10-YR Yield: 4.47%
S&P 500: 1.47% DOW: 0.56%
NASDAQ: 2.61% 10-YR Yield: 4.47%
S&P 500: -1.00% DOW: +0.27%
NASDAQ:-1.58% 10-YR Yield: 4.54%
S&P 500: +1.74% DOW: +2.15%
NASDAQ:+1.62% 10-YR Yield: 4.62%
S&P 500: +2.91% DOW: +3.69%
NASDAQ:+3.69% 10-YR Yield: 4.62%
S&P 500: -1.94% DOW: -1.86%
NASDAQ:-2.4% 10-YR Yield: 4.76%
S&P 500: -0.48% DOW: -0.60%
NASDAQ:-0.52% 10-YR Yield: 4.60%
S&P 500: -1.99% DOW: -2.25%
NASDAQ:-1.74% 10-YR Yield: 4.53%
S&P 500: -0.64% DOW: -1.82%
NASDAQ:+0.33% 10-YR Yield: 4.39%
S&P 500: +0.96% DOW: -0.60%
NASDAQ:+3.34% 10-YR Yield: 4.15%
S&P 500: +1.67% DOW: +1.96% NASDAQ:+1.72% 10-YR Yield: 4.41%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: -4.25% DOW: -2.93% NASDAQ:-5.77% 10-YR Yield: 3.71%
S&P 500: +0.24% DOW: +0.94% NASDAQ:-0.94% 10-YR Yield: 3.91%
S&P 500: +0.24% DOW: +0.94% NASDAQ:-0.94% 10-YR Yield: 3.91%
S&P 500: +3.93% DOW: +2.94% NASDAQ: +5.29% 10-YR Yield: 3.88%
S&P 500: -0.04% DOW: -0.60% NASDAQ: -0.18% 10-YR Yield: 3.94%
S&P 500: -2.06% DOW: -2.10% NASDAQ: -3.35% 10-YR Yield: 3.79%
S&P 500: -0.83% DOW: 0.75% NASDAQ: -2.06% 10-YR Yield: 4.19%
S&P 500: -1.97% DOW: 0.72% NASDAQ: -3.6% 10-YR Yield: 4.18%
Markets ended on a higher note last week as Powell left investors increasingly
Despite events on this week’s docket likely to shed light
Markets were mixed to begin the week, as investors digested
Markets opened the week on a positive note, rebounding from
Markets kicked off the week with renewed optimism following a
Markets started the week on a positive note, lifted by
Markets opened the week on edge after President Trump unveiled
Investors returned from the long holiday weekend with a cautious
Markets are rising modestly to start the week as the
Markets are holding steady to start the week, even as
Markets are off to a strong start in this shortened
Markets head into mid-June on a positive footing, with the
Markets began June on a relatively resilient note, with equities
Markets kicked off the shortened trading week with renewed optimism
Markets cooled this week as investor sentiment wavered amid mixed
Markets kicked off the week on a strong note after
Markets are in flux following last week’s reciprocal tariff announcements,
Markets are in flux following last week’s reciprocal tariff announcements,
Markets kicked off the week on a volatile note as
Markets opened the week on a positive note, thanks to
Markets are on edge as the U.S. prepares to implement
Stocks kicked off the week attempting to rebound from last
Stocks kicked off the week slightly higher, testing all-time highs
DeepSeek’s AI breakthrough fuels market sell-off, challenging U.S. tech dominance
DeepSeek’s AI breakthrough fuels market sell-off, challenging U.S. tech dominance
Stocks and bonds continued their decline as the week kicked
Stocks found more footing to start the week while the
The so-called “Santa Rally” fell short to start off the
Markets open cautiously, eyeing inflation optimism and Fed concerns, with
U.S. markets rose ahead of the Fed’s expected rate cut,
Geopolitical tensions and central bank rate cuts dominate market focus,
Markets opened strong as optimism grew over Scott Bessent’s nomination
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week with a rebound in stocks,
We kicked off the week heading into the Labor Day
We kicked off the week heading into the Labor Day
Further selling continued on Monday on weaker economic data stoking
Further selling continued on Monday on weaker economic data stoking
The stock market stumbled into Monday’s session on unsure footing