Insights & Resources
Articles & Posts

Market Snapshot – September 2025
Investors just watching the top of the US equity market may be missing opportunities, in our view. Global small caps have been one of the best performing asset classes this year, led by small cap stocks in developed markets outside of the US.

Market Snapshot – August 2025
Artificial intelligence (AI) has the potential to be transformative to the economy, to markets, and to businesses.

Market Snapshot – July 2025
In today’s economic landscape of elevated interest rates, geopolitical uncertainty, and market volatility, controlling what you can has become increasingly important.

Market Snapshot – April 2025
Amid elevated trade and geopolitical volatility, equity markets outside of the US have outperformed on the back of more supportive policy, strong yields, and attractive relative valuations.

Secure Act 2.0 Bonus Retirement Catch-up Contributions
The Secure Act and Secure 2.0 recently passed, bringing with them changes surrounding catch-up retirement contributions for people aged 60-63.

Tariffs may hurt economic outcomes but not stop bull market
New tariffs on foreign goods likely wouldn’t spark lasting inflation, but they could dampen economic activity.