Insights

Access PDF Here Following these practices can help liberate you from uncertainty and position you to accomplish more than you thought possible. According to a national poll from Public First, more than half of Americans feel unconfident in their ability to retire when they want to and maintain a comfortable standard of living.[1] Based on our […]

Access PDF Here In our last piece, we discussed how leadership in the market is changing, with the “Magnificent Ten” lagging over the last several months, while other sectors and size companies are starting to do better.  We wanted to continue with this theme, framing it in a different manner. This chart shows the Vanguard […]

Access PDF Here In 2023 and 2024, the majority of the return of the S&P 500 derived from the so-called “Magnificent Seven” stocks.  This trend continued into 2025.  There are signs, however, that the market may be broadening, and that stocks in different sectors, of different sizes, and of non-US domicile may be starting to […]

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The United States’ Historical Implementation, Economic Impacts, and Maintaining Emotional Resiliency As tariffs (and the uncertainty around tariffs) have been driving market movements (for all asset classes), Hightower put together the attached piece called “The Evolution of Tariffs.”  It provides information to give you a good understanding of what they are, why they are used, […]

Access PDF Here Following these practices can help liberate you from uncertainty and position you to accomplish more than you thought possible. According to a national poll from Public First, more than half of Americans feel unconfident in their ability to retire when they want to and maintain a comfortable standard of living.[1] Based on our […]