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Latest Market Updates
Sound Bites for Client Discussions - RBA Insights
Uncertainty dominates the day, with market volatility sparking investor questions not seen in year ...
Market Insights – Increased Volatility and a Shift in Underlying Trends
Heading into this year we expressed cautiousness and the potential of market volatility, given ele ...
February 2025 Monthly Market Update
The “U.S. exceptionalism” narrative lost some steam in February. The U.S. dollar (DXY Index) fell ...
January Inflation Report
The latest data from the U.S. Bureau of Labor Statistics (BLS) reported that headline inflation (C ...
January 2025 Monthly Market Update
After a strong 2024, the U.S. stock market kicked off 2025 in rocky fashion but ended higher with ...
Assessing the Impacts of Tariffs
This past weekend, President Trump announced plans to implement a 25% tariff on imports from Canad ...
Market Outlook / Portfolio Positioning Q4 2024 - Webinar Replay
Watch the replay of the latest webinar with Brian Krawez, President of Scharf Investments.
Year-End 2024 Investment Commentary
The U.S. economy and the stock market proved much stronger than many had anticipated in 2024. Ther ...
iMGP DBi Managed Futures Strategy ETF Update with Andrew Beer | November 2024
In this video, “Simple is Better”, DBMF Co-Portfolio Manager Andrew Beer covers Nov. & YTD per ...
November 2024 Monthly Market Update
After questioning the outcome of the U.S. presidential election throughout October, the uncertaint ...
AdvisorIntelligence Capital Gains Estimates as of December 4th, 2024
AdvisorIntelligence’s Newest Capital Gains Estimates are now available below under Resources.
AdvisorIntelligence Capital Gains Estimates as of November 14th, 2024
AdvisorIntelligence’s Newest Capital Gains Estimates are now available below under Resources.