Our Thoughts

Markets swooned as tariffs loomed in February, but it wasn’t all that bad....

Missed our webinar with Vytality at Home? Watch the replay to learn about personalized care solutions that support independent living at home....

What stocks are moving in the Transportation sector?...

Our outlook on the markets from our January 2025 market commentary...

January kicked off with market volatility, inflation concerns, and major headlines—including Nvidia’s record $600B drop. Yet, despite the noise, markets rebounded to finish the month strong. What’s driving this resilience?...

Our outlook on the markets from our December 2024 market commentary...

The equity markets did well in 2024, but December finished on a sour note. Will investors be able to ignore the noise and resume the rally? See our forecast for 2025....

As we close out 2024, we’re reflecting on the milestones and achievements that made this year memorable—and what they mean for the road ahead....

This holiday season, our team came together to create a special Christmas video just for you!...

Our outlook on the markets from our November 2024 market commentary...