Market Update: AI Resurges, the Fed’s Inflation Challenge and an Oil Impasse

Chief Investment Officer Joseph “JP” Powers discusses why markets have continued to rally despite geopolitical, interest-rate and inflation uncertainty.
Market Update: Is the High-Growth Rebound Sustainable?

Chief Investment Officer Joseph “JP” Powers talks about what’s working in markets and how leadership has again narrowed.
Market Update: The Iran Conflict and Balancing Investment Risks

Chief Investment Officer Joseph “JP” Powers explores the ripple effects of military action in the Middle East.
Market Update: A Quiet Rotation Is Reshaping Markets. Are You Ready for It?
Chief Investment Officer Joseph “JP” Powers pinpoints something very interesting happening beneath the surface of the markets.
Market Update: What Drove 2025 and What Matters Next in 2026
Chief Investment Officer Joseph “JP” Powers breaks down early 2026 markets, lessons from 2025 and where risk may be rewarded next.
How to Plan for a Meaningful Retirement
Ryan Christensen shares strategies for funding your retirement and why purpose matters as much as wealth.
Market Update: 2025 Surprises, Year-End Strategy and What’s Ahead

Chief Investment Officer Joseph “JP” Powers recaps a year of unexpected turns and shares how to position portfolios for 2026.