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Latest Market Updates
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.
Equity Outlook: Climbing the Wall of Worry - Osterweis
Equity markets are facing a variety of headwinds, but the economy remains strong, and we believe t ...
Strategic Income Outlook: Magic 8-Ball Says, “Cannot Predict Now”
Although we are loath to make predictions, conditions appear to be favorable for fixed income in t ...
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.
October 2024 Monthly Market Update
The S&P 500 declined 0.91% in October, while large-cap companies outperformed smaller-cap co ...
Quarterly Letter from Our CEO, Ron Baron - Baron Capital
On average, the buying power of our currency falls in half about every 14 to 15 years This is be ...