Our Resources
Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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Investing
December 16, 2024
The Outlook for Stock Returns
With current U.S. stock market valuations at historically high levels, Chief Investment Officer Kevin Grogan discusses expectations for stock returns and the implications for your portfolio.
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Investing
May 28, 2024
How Much Cash Should You Hold in Your Portfolio?
In this episode of Focus Perspectives, Chief Investment Officer Kevin Grogan provides insight into a common question from investors – what's the right amount of cash to have in my portfolio?
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Investing
May 01, 2024
Can an Actively Managed Mutual Fund Beat its Benchmark?
Chief Investment Officer Kevin Grogan explains what an actively managed mutual fund is and how these funds track their performance against indexes.
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Investing
April 16, 2024
The Economic Outlook for Q2 2024
In this episode of Focus Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy.
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Investing
April 03, 2024
Will the Dominance of U.S. Equity Performance Prevail?
Jared Kizer sheds light on a topic that received a lot of attention in the late 2010s and has started to rear its head again over the last year – the performance of the U.S. market relative to other asset classes.
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Investing
March 19, 2024
Why Investors Should Stick With Global Stocks
Chief Investment Officer Kevin Grogan reviews the performance of U.S. stocks and international stocks and how it should influence portfolio decisions.
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Investing
March 05, 2024
How Do Election Years Affect Investing Behavior?
In this episode of Focus Perspectives, Chief Investment Officer Kevin Grogan provides insight into the impact of presidential administrations on investor behavior.
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Investing
February 15, 2024
What to Do When the Market Hits All-Time Highs
Chief Investment Officer Kevin Grogan offers some valuable considerations when making changes to your portfolio during market highs.
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Investing
February 06, 2024
What Does the SEC Approval of Bitcoin ETFs Mean for Cryptocurrency?
Head of Investment Research Jared Kizer shares our outlook on bitcoin given what we’ve seen so far in early 2024.
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Investing
January 10, 2024
2024 Outlook for Interest Rates
Chief Investment Officer Kevin Grogan shares his outlook for interest rates in 2024.
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Investing
December 26, 2023
Is Investing in Preferred Stock a Smart Strategy?
Jared Kizer provides insight into investing in preferred stock and our assessment of whether it makes sense as a part of an portfolio allocation.
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Investing
December 12, 2023
Is it a Good Time to Invest in Commodities?
Jared Kizer explores the potential benefits and disadvantages when investing in commodities and how they can open your portfolio to more sectors including energy, industrial metals, precious metals, livestock and grains.
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Investing
November 28, 2023
Is the 60/40 Portfolio Dead?
Kevin Grogan covers the current state of the 60/40 portfolio.
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Investing
November 14, 2023
Index Funds: What Are They and When Should You Use Them?
Chief Investment Officer Kevin Grogan provides an overview of index funds and then dives a little deeper into their complexities, including the benefits, potential cons, and best practices when determining where to use index funds versus low-cost quantitative active strategies.
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Investing
October 27, 2023
How Could Rising Geopolitical Risks Affect the Markets?
Jared Kizer addresses investors’ concerns about geopolitical risks and shares insights on making portfolio adjustments based on these events.
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Investing
October 16, 2023
The Economic Outlook for Q4 2023
In this week’s Focus Perspectives, Chief Investment Officer Kevin Grogan provides an overview of the latest Quarterly Outlook and highlights the key takeaways, risks to the economy and sources of stability.
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