Blog

The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.

The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.

As we head into Thanksgiving, I find myself reflecting on what I'm the most grateful for - and at the top of that list are the incredible people I've had the privilege to work with and get to know. Every day, I'm reminded that financial planning isn't...

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and explain how its promise is matched against technological, economic, and geopolitical challenges.

If you are bequeathing wealth, you’ll not only be faced with a decision of who should receive it—children, charities, friends, siblings, etc.—but also the dilemma of the best way to transfer those assets, in what amounts and when. Regardless of who will...

Amid changes in the geopolitical order, the BRICS association is attempting to chart a new course. This article explains why its members—including the Eurasian troika of China, Russia, and India—believe a new multipolar world order is inevitable.