Tensions Rise as the World Economic Forum Gets Underway
As the World Economic Forum kicks off in Davos, geopolitical tensions are once again shaping market sentiment. With new tariff threats, renewed diplomatic pressure, and an imminent Supreme Court ruling, near term volatility is poised to stay high. Despite the noise, the message for investors remains clear: diversification and long term discipline matter most during uncertain times. Read our latest commentary for a clear breakdown of these fast moving risks and what they could mean for investors right now.
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2026 Annual Outlook
As we enter 2026, the U.S. economy faces a mix of structural shifts and fiscal changes—from automation and AI to retroactive tax cuts. Our 2026 Annual Outlook explores how these forces may shape growth, inflation, and market dynamics, offering insights on equity valuations, and fixed income opportunities. Discover why resilience and adaptability are expected to remain central themes for investors in the year ahead.
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Market Pullback: Why Current Weakness Should Be Viewed as Opportunity
In our latest commentary, we break down what’s behind recent market weakness and why it may signal opportunity—not risk. AI concerns, shifting Fed expectations, and crypto volatility have pressured a market priced for perfection. A pullback toward the S&P 500’s 200-day average could approach correction territory—and history shows that’s often when opportunity knocks.
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Government Reopens, but Data Vacuum Persists
The government is back open—but uncertainty isn’t gone. Markets pulled back as investors face a data vacuum and unclear Fed policy. Volatility may stick around, but it can also create opportunity for long-term investors. Learn more in our latest commentary!
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Witch’s Brew: Stirring up a Cauldron of Diversification
As market volatility creeps in like a Halloween chill, our team brews up five essential ingredients for building a resilient portfolio. From understanding your risk tolerance to adding alternative investments, this seasonal commentary blends spooky themes with smart diversification strategies to help investors stay grounded—no broomstick required.
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