News

If you’re reading this and thinking, “didn’t we just do this?”—you’re not alone. Last year, tariffs shook the first half of 2025 before markets found their footing and rallied to new highs.…

Read Article

The first half of 2025 reminded us why building a resilient, diversified portfolio matters. Escalating tariffs delivered a shock to the global economic order, rattling markets, and testing investor nerves. Our alternatives,…

Read Article

If last quarter felt like a rollercoaster ride, this quarter was the moment we caught our breath and found our footing again. After the dramatic “Liberation Day” sell-off in April that saw…

Read Article

Remember that feeling when you’re approaching the top of a rollercoaster, knowing the drop is coming but not quite sure when? That was Q2 2025 in a nutshell. And while the ride…

Read Article

The first quarter of 2025 presented investors with a challenging and volatile market landscape, marked by policy uncertainty following the new administration’s implementation of tariffs and shifts in immigration policy. After two…

Read Article

The fourth quarter of 2024 presented a mixed economic landscape, with several weaknesses offset by signs of resilience. The stock market showed volatility, rallying off the election of Donald Trump with returns…

Read Article

U.S. consumers continue to spend freely, despite having used most of the excess savings built up during the Covid years. As 70% of the economy, consumer spending was a large factor in…

Read Article