The Fed approaches a new phase of interest rate policy

The Fed approaches a new phase of interest rate policy

December 19, 2024 |Atul Bhatia, CFA

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

Read more
Global Insight 2025 Outlook executive summary: Beyond the horizon

Global Insight 2025 Outlook executive summary: Beyond the horizon

December 06, 2024 |The Global Portfolio Advisory Committee
With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025 and...
Read more

No free rein: The realities of U.S. presidential power

August 27, 2024 |Kelly Bogdanova

While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.

Read more
Stock market selloff: A “growth scare,” or more?

Stock market selloff: A “growth scare,” or more?

August 06, 2024 |Kelly Bogdanova

Pressure points in the economy and markets were triggered, sweeping up equities into a global selloff. We look at the market’s supporting factors and how investors should tilt equity exposure in portfolios.

Read more
David Chilton

The Wealthy Barber David Chilton Serves Up a Wealth of Financial Knowledge

February 02, 2023 |Diane Amato
David Chilton has sold over five million copies of The Wealthy Barber and The Wealthy Barber Returns, a testament to the powerful advice he offers on how to invest and manage financial affairs. He sits down with Tony Chapman to share his life story and...
Read more