Third Quarter 2024 Investment Commentary

It was far from a quiet summer for the financial markets. Markets have been volatile as investors ...


August 2024 Monthly Market Update

A sharp selloff to start August was ignited by disappointing economic data in the US and a hawkish ...


Portfolio Update: Fund Changes to Alpha-Core Portfolios

We are making minor fund changes to the developed international and US small cap equity allocation ...


July 2024 Monthly Market Update

Stock markets hit record highs during the middle of the month. The S&P 500 climbed to a record ...


Comments On Recent Market Volatility

In light of the market’s volatility since the beginning of August, we want to share our current vi ...


Inflation Declines in June

Inflation as measured by the change in the Consumer Price Index (CPI) declined meaningfully to 3.0 ...


Second Quarter 2024 Investment Commentary

In the second quarter of 2024, the U.S. economy stayed resilient in an environment where inflation ...


A Generational Opportunity in Bonds | Dolan McEniry

Cash may be offering attractive yields today but has proven to be one of the worst longer-term inv ...


May 2024 Monthly Market Update

Global stock markets rebounded during the month after falling in April. MSCI ACWI jumped 4.6% in M ...


AdvisorIntelligence Research Update | May 2024

Watch a replay of AdvisorIntelligence's Research Update for May 2024 featuring its US investment t ...


April 2024 Monthly Market Update

Global stock markets fell for the first time since October 2023. After a strong five-month rally o ...


Beyond the Big Names: Uncovering Hidden Gems in Small Cap Stocks - Baron Funds

While many investors may overlook small caps for generating long-term returns, our more than 40 ye ...