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.

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.

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.

As we enter tax season, many Americans mistakenly think their tax obligations were fixed on December 31st for the 2023 filing year. However, there are several proactive measures still available to you that can reduce your 2023 tax burden.