insights

MoneyMatters Market Update Q3 2026 – Confidence in an Uncertain World Markets rarely wait for uncertainty to clear before moving higher. Earlier this year, headlines and market commentary were focused

Artificial Intelligence: Participating Without Overconcentrating Technology stocks took a brief backseat during the first quarter, with many high-profile names pulling back from their all-time highs amid concerns about valuations and

Evolving Markets, Expanding Outcomes The first quarter of 2026 unfolded in distinct phases, highlighting how quickly market sentiment can shift as world events evolve. The year began with a continuation

If it feels like the voices in today’s news are louder than ever, with all sides shouting to be heard, you’re not imagining it. Turn on the television, open a

As we reflect on 2025, it’s clear the year rewarded disciplined, diversified investors—but the journey was anything but smooth. After a solid start, US equities faced meaningful headwinds in early

US equities continued their strong run in the third quarter, with the S&P 500 closing at record highs after gaining 8.12% for the period and 14.83% year to date through