RESOURCES

2024 Q3 White Paper: Do Presidential Elections Matter?

Watch time: 6:16 minutes

Click here to read or download the written white paper report.

February 7, 2025

July 2026 Market Recap – Earnings Shine but AI Fears Emerge

August 10, 2026

PODCASTS

Markets with Megan: A Quick Financial Markets Update

From the Ground Up: The Podcast for Entrepreneurs

Alternate View: The Podcast Guide for Alternative Investments

July 2026 Market Recap – Earnings Shine but AI Fears Emerge

August 4, 2026

PODCASTS

Markets with Megan: A Quick Financial Markets Update

From the Ground Up: The Podcast for Entrepreneurs

Alternate View: The Podcast Guide for Alternative Investments

Q2 2026 Earnings Season Preview and Key Risks Ahead

July 15, 2026

Equity Markets Push to Record Highs as 2Q26 Risks Mount

July 7, 2026

The Ten Year Anniversary of Brexit

June 29, 2026

Top Five Questions Driving Stock Markets Summer 2026

June 23, 2026

What to Look for at Warsh's First Fed Meeting

June 15, 2026

SpaceX IPO Hype vs History: What the Data Shows

June 8, 2026

AI Euphoria Meets Inflation Reality: May 2026 Market Recap

June 1, 2026

S&P 500 CAPE Ratio Warning: Is Equity Euphoria Fading?

May 19, 2026

Changing of the Guard at the Fed

May 12, 2026

No April Showers for Equity Investors

May 4, 2026

Downgrades Starting to Emerge as Conflict Drags On

April 27, 2026

1Q26 Earnings Season: Can Growth Extend Beyond Big Tech?

April 21, 2026

What Failed Negotiations Mean for Markets and Economy

April 13, 2026

Watching War Impact on Economic Data

April 6, 2026

Rocky Start to a New Year – Early Review of 1Q26

March 30, 2026

Key Observations as We Enter Fourth Week of Geopolitical Conflict

March 23, 2026

The Importance of the Strait of Hormuz

March 9, 2026

Volatility Continues to Challenge Euphoria

March 2, 2026

Breaking Down Supreme Court Ruling on Tariffs

February 23, 2026

Key Takeaways from Rocky Start to 2026

February 9, 2026

As Goes January, So Goes Rest of the Year

February 3, 2026

Themes for 2026 – Hedging the Dual Risk Era

January 20, 2026

S&P 500 Earnings Season Outlook: What to Watch in 4Q25

January 12, 2026

Annual Economic Review of 2025

January 5, 2026

Scoring our 2025 Investment Themes

December 22, 2025

Powell’s Fed Likely Just Cut Rates for the Last Time

December 15, 2025

Our Annual 12 Days of Christmas Wishlist for 2026

December 9, 2025

Another Month With an Impressive Equity Turnaround!

December 1, 2025

Private Investments for RIAs: A "Must Have" to Serve Large Clients

November 25, 2025

Enjoy a Cheaper Thanksgiving Dinner for the Third Straight Year!

November 24, 2025

U.S. Shutdown Over: Attention Turns to Economic Data

November 17, 2025

Alarm Bells Growing Louder in the AI Space

November 10, 2025

October Recap – Equity Markets Unfazed by Uncertainty

November 3, 2025

Finally See Some Economic Data that Confirms Fed Cut

October 27, 2025

Outsourcing for RIAs: How Independent Advisors Can Compete

October 23, 2025

What’s Behind the Alts Explosion? Verdence Quoted In The Daily Upside

October 22, 2025

Welcome Year Four of the Current Bull Market

October 20, 2025

3Q25 Earnings Season Outlook – Bar Set High

October 13, 2025

3Q25 Performance Review – Broad Based Win for Investors

October 6, 2025

U.S. Government Preparing for a Shutdown

September 29, 2025

RIA Succession Planning: Shattered Dreams or Smooth Transition?

September 22, 2025

What to Expect Now That the Fed has Cut Rates?

September 22, 2025

Is the Inflation Worry Over?

September 15, 2025

Webinar: Want to learn more about private investments?

September 10, 2025

Taking Cues from the Labor Market

September 8, 2025

August 2025 Market Recap: Why Did Investors See Strong Returns?

September 2, 2025

2Q25 Earnings Roundup

August 25, 2025

Preparing for Jackson Hole Symposium

August 19, 2025

Muddy Waters: RIA Consolidation Diluting Independence

August 19, 2025

Stock Market Seasonality: Why August, September Are Historically Weak

August 11, 2025

Watch Video View Article

2025 Q2 Market Commentary: The Fragile Floor Beneath Record Highs

August 8, 2025

Summer Equity Rally Heats Up – July Market Recap

August 4, 2025

How Advisors Can Retain More Clients When Switching Firms

July 31, 2025

Tariff Day is Upon Us… Again!

July 28, 2025

S&P 500’s Strong Start: Market Outlook Second Half 2025

July 21, 2025

2Q25 Earnings Season Outlook

July 15, 2025

4 Key RIA Industry Trends 2025: Insights from the Field

July 9, 2025

Reviewing 2Q25 Market Volatility – Geopolitics and Trade Uncertainty

July 7, 2025

Taking a Closer Look at Digital Assets – Stablecoins

June 30, 2025

Initial Take on U.S. Bombing Iran Nuclear Facilities

June 23, 2025

The Fed’s Other Mandate – Price Stability

June 17, 2025

Deep Dive into Labor Market Indicators for Clues to Fed Actions

June 9, 2025

Economic Update May 2025

June 2, 2025

When Bonds Matter

May 27, 2025

Have Trade Wars Deterred Foreigners from Buying U.S. Assets?

May 19, 2025

Economic Impact of Tariffs

May 12, 2025

April 2025 Market Recap – April Storm for the U.S.

May 5, 2025

Economic Growth Forecasts Slashed

April 29, 2025

An Overview of 1Q25 Earnings Season

April 21, 2025

Global Markets Plummet on Economic Growth Fears

April 7, 2025

“Liberation Day” is Here

March 31, 2025

A Global Downgrade Parade

March 24, 2025

Updates on the Russia/Ukraine War

March 17, 2025

Recession Indicator Shows Cracks Getting Bigger

March 11, 2025

February Market Recap: Volatility Surges As Inflation and Weak Data Rattle Investors

March 3, 2025

Addressing Causes of Recent Market Volatility

February 28, 2025

Five Years Since COVID Bear Market

February 18, 2025

Alternative Investments Overview: Investing In Private Markets

February 10, 2025

Understanding the Treasury Market Selloff

February 7, 2025

Fueling your growth.