Volatility and the Case for Endurance
Updates on tariffs, market dynamics and strategy. Join JP as he explores how recent market volatility presents risks and potential opportunities for long-term investors, emphasizing the importance of staying focused on your financial plan amid uncertainty. Watch now to gain valuable perspective on navigating today’s challenges and positioning your portfolio for future success.
Wealth and Wisdom
Helping your loved ones achieve financial independence requires more than just money. You can give gifts during your lifetime and pass on assets, but without the wisdom of how to grow and preserve them, that wealth may be short-lived. Head of Wealth Management Steve Reder shares his advice on how you can transfer your values along with your assets with three easy strategies. Watch now!
The Uncertainty Trade
Markets have changed course in 2025, as investors and corporate executives strain to keep up with rapid policy shifts. With U.S. markets selling off and the Magnificent 7 leading the move down, CIO Joseph “JP” Powers shares where investors are finding value in this turbulent environment. Watch now for his perspective.
Navigating Times of Change
With a new administration in Washington and stock market valuations running high, investors have a lot to digest. Chief Investment Officer Joseph “JP” Powers reviews themes impacting markets today, including AI, trade wars, tariffs, deregulation and more. Watch now for his insights!
Trends That Defined Markets in 2024
Stocks soared this year, but can it continue? In this video, we review the last year in markets, highlight some of the surprises and give you our thinking on inflation, interest rates and more. Watch Joseph Powers share his latest insights!
Post-Election Update: What’s Next?
In this video, we analyze the election’s impact on market dynamics and investor sentiment. See how recent outcomes might shape economic expectations and market behavior. Watch Joseph Powers’ latest insights on the markets and the economy!
Smart Year-End Tax Planning
From making the most of tax-advantaged savings accounts to donating to charity, there are many opportunities to plan before year-end and potentially preserve more of your wealth.
Market Outlook for Remainder of 2024
How are you feeling about your future? There are reasons to feel uncertain, but recent market volatility may have created opportunities.