Weekly Strategy Perspectives: After the (Epic) Storm

When the U.S. and Israel launched joint military operations against Iran last Saturday, traders initially showed remarkable restraint. That changed as the week wore on, however, and hostilities intensified rather than resolved....

Read more

Beyond the Portfolio Podcast: Assessing the Market Impact of the Middle East Crisis

They discuss the rapidly escalating conflict in the Middle East, its impact on the global economy, and what investors should be watching across macro conditions, energy markets, and portfolio positioning....

Read more

Special Market Update: Iran Update

Capital markets have a long history of looking past geopolitical events. An initial (and often sharp) risk-off reaction is typically followed by recovery as investors return to focusing on fundamentals....

Read more

Weekly Strategy Perspectives: What Could Go Right? Reunderwriting the Bull Case

Markets started the week on a shaky note with tariffs and a potential AI/jobs apocalypse dominating the story line....

Read more

12 expert cybersecurity tips to share with your family

What are the chances that you or someone in your family will fall victim to fraud? If you ask a cybersecurity expert, they’ll likely give you a grim reply: It’s not if, but when....

Read more

Weekly Strategy Perspectives: Still Nauseously Optimistic

The last 12 months have sprayed a firehose of change at investors, consumers and businesses alike....

Read more

Weekly Strategy Perspectives: And the Story Line is…

We’re barely two-thirds of the way into Q4 2025 earnings report season, yet a bevy of market-moving revelations have already surfaced. Traders acted quickly to adjust individual stock/sector prices for potentially revised realities, prompting more......

Read more

Beyond the Portfolio: Federal Reserve Leadership

The panelists examine the Federal Reserve leadership transition, analyzing Kevin Warsh's nomination as Fed Chair, his monetary policy framework, and more....

Read more

Weekly Strategy Perspectives: Nuggets versus Noise

 Let’s be honest – there aren’t enough adjectives to describe how wild and wooly the headlines have been in the past 12 months....

Read more

Why the economy in 2026 will be more resilient than many think

After a year of seemingly constant market and economic uncertainty, investors might assume we’ll see more of the same this year....

Read more