Special Update: Venezuela, Oil, and the Impact on Portfolios
The arrest of Venezuelan President Nicolás Maduro by U.S. forces represents an unexpected and significant geopolitical event. As has been widely reported, the U.S. military successfully conducted an operation that detained Maduro on charges related to drug trafficking and corruption. President Trump stated in a press conference that the United States will “run” Venezuela and […]
2025 Year in Review: A Historic Market Year for Investors
2025 was a historically strong year for markets despite the many events that took place along the way. The past year delivered no shortage of headlines including April’s tariff announcements, ongoing developments in artificial intelligence stocks, the passage of the One Big Beautiful Bill Act, and more. Yet through it all, investors are likely happy […]
How to Find Up-and-Coming Talent for Your Financial Services Firm
In our most recent blog post, we talked about how to attract and retain top talent for your financial services firm. One tip we kept just for our newsletter subscribers is to focus on attracting up-and-coming talent when you need to hire a new team member. The recent graduates who have their degree, but still […]
The Future of the Fed: New Leadership and Rate Cuts
For long-term investors, the Federal Reserve plays a key role in supporting the economy and financial system. This will be especially important in 2026 since Jerome Powell’s term as Fed Chair ends in May, creating an opportunity for the White House to reshape the central bank’s leadership and direction. This could have implications for interest […]
Is It Time to Sell My Financial Services Firm?
Determining when to sell your financial services firm is a lot like determining whether it’s time to sell your house. You need to take into account what the market is doing, what buyers are looking for, and whether you’re ready to buy. Unlike selling your house, you don’t normally replace your financial services firm with […]
2026 Outlook: 7 Key Themes for Long-Term Investors
For the sixth time in the last seven years, the stock market is on track to deliver double-digit returns. This remarkable streak, interrupted only by the 2022 inflation-driven downturn, has left many investors in a positive financial position. It’s often said that the anticipation of something is greater than the thing itself. On the one […]
Monthly Market Update for November: Volatility Amid AI and Fed Uncertainty
In November, markets experienced a brief period of volatility that affected many asset classes. While major indices have delivered strong year-to-date returns across stocks, bonds, and international investments, investors continue to worry about artificial intelligence-related stocks and the path of Fed rate cuts. At the same time, the government shutdown delayed the publication of key […]
Why Investors Can Be Thankful This Holiday Season
As the holiday season begins, it’s the perfect time to pause and appreciate what we have, both in our personal and financial lives. This is particularly important since investors tend to focus on what could go wrong rather than what has gone right. At the moment, with markets performing well, it’s helpful to reflect on […]
Innovative Growth: How Keeping Up with Changes in the Financial Industry Gives You an Edge
There’s an ancient saying that a rolling stone gathers no moss, but that’s exactly what a lot of larger financial firms have become: old, worn-down rocks that have become fixed in place and covered in moss. They keep doing the same old things and expecting them to work, despite how much the industry has changed […]
Risk Management Amid Credit Concerns and Cockroaches
There’s an old saying that criminals rob banks because that’s where the money is. However, in today’s financial system, money isn’t just in banks anymore, but across different types of financial institutions. While the hope among policymakers was to reduce the risk to banks after the global financial crisis, this has created new challenges. With […]
