Insights
Articles & Insights
Is Your Retirement Portfolio Built for the Next 10 Years?
Retirement isn’t just about reaching a number—it’s about making sure your investments can support you for the long run. And right now, that’s more complex than it’s been in quite some time.
Give Wisely: A Tax-Efficient Approach to Charitable Giving
As new tax law changes take effect in 2025, donors have a unique opportunity to align generosity with smart financial planning. Explore practical strategies to make your charitable contributions go further — for both your causes and your bottom line.
ESG Investing in the Trump Era
ESG is not about sacrificing returns for values — ESG investors seek to identify sustainable businesses that are better equipped to navigate the risks and opportunities of the future.
Market Commentary
Q1 2026 Market Commentary
Stock markets initially got off to a good start in the first quarter of 2026, with US markets up slightly and international markets up over 10% as of the end of February. However, after the US and Israel launched attacks on Iran in the early hours of Saturday,...
Q4 2025 Market Commentary
2025 turned out to be an excellent year for many asset classes and marked the third positive year for stocks following strong returns in 2023 and 2024. The S&P 500 index of large US stocks surged 17.9% for the year, while bonds (as measured by the Bloomberg US...
Q3 2025 Market Commentary
The US stock market roared ahead in the third quarter of 2025, fueled by increasingly enthusiastic Artificial Intelligence (AI) investment. The S&P 500 gained 8.1% for the quarter, and is now up 14.8% for the year to date. The investment in AI data centers has...
Chart Books
Q1 2026 Market Chart Book
Quarterly Topic: Geopolitical Risk
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global
overview, then features the returns of stock and bond asset classes in the US and international markets.
Q4 2025 Market Chart Book
Quarterly Topic: Sometimes It Helps to Pay Less Attention
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global
overview, then features the returns of stock and bond asset classes in the US and international markets.
Q3 2025 Market Chart Book
Quarterly Topic: AI Is Everywhere, Including Your Portfolio
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global
overview, then features the returns of stock and bond asset classes in the US and international markets.