Geopolitical Risk and Opportunity
By Kyle Bergacker Geopolitical conflict has long influenced financial markets, but its impact today looks different than in the past. Rather than pushing the entire market higher or lower, geopolitical risk…
Three in a Row
By Keith Gangl, CFA® The stock market, measured by the S&P 500, finished near record highs, closing the year up 17.75%. The year 2025 marked the third consecutive year of double-digit…
The Diverging Paths of the US Consumer
By Kyle Bergacker, CFA® The US consumer remains central to economic momentum, yet the picture today is more complicated than a single data point or trend can capture. While overall spending…
November Volatility Instead of October
By Keith Gangl October is known for volatility, but this year that wasn’t the case, as turbulence seems to have shifted into November. The stock market managed to sidestep the historically…
Bitcoin and the Bear
By Lisa Schreiber Coming into 2025, the backdrop seemed perfect for Bitcoin: expectations for multiple interest rate cuts, a more favorable regulatory landscape and growing institutional adoption created strong tailwinds. These…
October Treats
By Keith Gangl Halloween and October are synonymous with spooky customs and trick-or-treating, just as financial markets are historically known for October volatility. However, this October defied its frightening reputation, delivering…
Demystifying Alternative Investments
By Kyle Bergacker Alternative investments often carry an air of complexity, frequently misunderstood as exotic, overly volatile, or exclusive to the ultra-wealthy. Yet, for clients, these assets offer a compelling opportunity…
September Surprise
By Keith Gangl Historically, September has been the worst month of the year for the stock market, as measured by the S&P 500. After a weak start to the month, it…
Don’t Fight The Fed
By Tyler Ellegard In financial markets, a variety of well-known aphorisms often guide investor behavior — phrases such as “So goes January, so goes the year,” “Buy low, sell high,” and “Sell in May and…
August Makes Four in a Row
By Keith Gangl The US stock market finished in positive territory in August, with the S&P 500 posting a 2.02% gain to extend its winning streak to four consecutive months. This…
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