Gold surged in 2025 and opened 2026 with one of the fastest moves in its history—before pulling back sharply. We examine what fueled the rally, what triggered the reversal, and how we’re thinking about gold’s role in portfolios today.

Estate planning is a journey, and every family’s path is different. This overview helps you get oriented—clarifying goals, priorities, and potential challenges—so you can start the conversation and partner with an advisor to map the right next steps.

A Grantor Retained Annuity Trust, or GRAT, is one of the most effective ways to transfer appreciating assets to family members with minimal gift or estate tax exposure. It’s also one of the more elegant financial planning tools.

Chief Investment Officer Matt Dmytryszyn shares insights on policy adjustments, market dynamics, and the economic indicators shaping the current investment environment. Gain perspective on how these factors influence our portfolio strategy and what we’re watching as the markets evolve.

We're excited to share our Q1 Market Perspective, written by our Chief Investment Officer, Matt Dmytryszyn, which features highlights of the past year's market performance and provides insights for the year ahead.

In our 2026 Market Outlook, Chief Investment Officer Matt Dmytryszyn shares his economic insights for the year ahead. Gain perspective on why we are optimistic about the economy, while learning more about the uncertainties that could alter that outcome.

A surge in stock prices of over 30% since the April lows, along with growing headlines about sizable AI infrastructure investments, has stoked concerns about whether a rising bubble is developing in the equity market.

Chief Investment Officer Matt Dmytryszyn shares insights on policy adjustments, market dynamics, and the economic indicators shaping the current investment environment. Gain perspective on how these factors influence our portfolio strategy and what we’re watching as the markets evolve.

The direction of the market during the third quarter was highly influenced by two storylines: a weakening labor market and prodigious acceleration in Artificial Intelligence (AI)- driven capital spending. Collectively, these trends resulted in favorable returns.