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
April 03, 2025
Market Update: The Trump Tariff Strategy
In this environment, it’s worth remembering that the long-term return expectations embedded in financial plans are designed to include significant annual variations from both buoyant market periods (like 2023 and 2024) and challenging markets (like 2022) alike.
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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
September 21, 2023
How Investor Expectations Are Driving Stock Prices
For investors only looking at the returns of the S&P 500, it may seem like the economy is in a boom. This article explores why chasing the biggest returns in equity markets right now may not be the wisest choice.
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