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2026 Mid-Year Investment Outlook
Market Resilience Amid a Shifting Economic Landscape
2026 Investment Outlook
Discover the key trends shaping the markets in the year ahead.
2026 Q2 Quarterly Market Commentary
Geopolitical tensions eased and the U.S. economy remained resilient, lifting global equities amid continued AI infrastructure investment. Fixed income generated positive performance despite persistent inflation, while select alternative strategies provided differentiated sources of return. Overall, it was a strong quarter for well diversified investors.
Leadership Transition at the Federal Reserve
While short-term volatility in rates and currencies may arise during the leadership transition, we believe that the broader investment view remains intact.
How Key Provisions of the One Big Beautiful Bill Impact Your Finances
From tax credits and estate and retirement planning, explore key provisions of the OBBBA.
Fixed Income Insights: Municipal Governance Under Pressure
We examine how state and local governments may recalibrate budgetary frameworks amidst changing political initiatives emanating from Washington.
Estate and Gift Taxes Explained: A Guide to Smarter Wealth Transfer
Learn how lifetime gifts, trusts, and tax moves like Roth conversions and charitable giving can preserve wealth and minimize estate tax impact for future generations.
2025 Mid-Year Investment Update
Learn how staying diversified and agile helps investors seize 2025's opportunities.
Beyond the Headlines: Navigating Markets, Washington and What Comes Next
In an environment where economic policy uncertainty and fast-moving news headlines have driven market volatility, it's critical for investors to stay informed.
Thinking Globally: Reconsidering an Allocation to International Equities
Investing in international equities can mitigate risks and enhance returns when domestic markets are underperforming.
Investment opportunities with small-cap investments
After years of underperforming, small-cap companies may be poised for a comeback, giving investors an opportunity to trade at attractive valuations.
Fixed Income Update: Higher for longer remains our near-term outlook
In line with a central theme of our 2025 Investment Outlook, US Interest rates are expected to remain high with rate cuts anticipated in 2025. Find out how active portfolio management can benefit you in this environment.
Understanding the Fed's Rate Cut
The Fed's 50 basis point rate cut on September 18, 2024 aims to maintain control of policy and stability in the economy. Learn more about the implications and what you can do to stay prepared.
Aligning Capital with Strategic Plans in a Mixed Market
Consider these 7 strategies and tactics to help find the right balance between investing and deleveraging.