Balanced portfolios have generally experienced a smooth ride this year, with global stocks up approximately 13.5% and U.S. bonds down…

Upon first meeting with a financial advisor, you may wonder what it is that we actually do on an everyday…

When most people think about working with a financial advisor, they usually think about investments. Maybe that’s been their experience…

Global stocks delivered their strongest quarterly return since 2020 through 6/30/2026. While index-level performance was strong, significant volatility persisted beneath…

We have seen increased volatility primarily driven by geopolitical conflict and the uncertainty it introduces, rather than the erosion of…

2025 was another strong year for markets. Global stocks returned 22.6% and US bonds returned 7.3%, blending into a double…

Stocks and bonds have done surprisingly well this year despite all the excitement.

This would be a pretty ordinary year for markets had  you not been watching the news.

To say markets have been volatile this year would be an understatement. We unpack what’s going on in our latest…