investment consulting

January was a positive but volatile month as markets reacted to Trump's return to the White House and major developments in Artificial Intelligence. Read More

John Gullo summarizes the top financial stories of Q4 2024 in just five minutes. Read More

The anticipated year-end rally failed to materialize as markets declined in December 2024, but the S&P 500 closed the year with a strong 25% annual gain. Read More

Following the U.S. Presidential Election, the U.S. markets rallied, with mid-cap and small-cap stocks posting notable gains and the S&P 500 closing up 6%. Read More

October 2024 saw global market declines, rising bond yields, mixed economic data, and U.S. election-driven volatility with potential policy shifts ahead. Read More

With Trump set to take office as the 47th U.S. president, John Gullo analyzes how new policies may impact the economy, taxes, and client portfolios. Read More

The global stock index climbed 2.3% in September, primarily driven by the Federal Reserve's larger-than-expected rate cut and China's economic stimulus package. Read More

John Gullo summarizes the top financial stories of Q3 2024 in just five minutes. Read More

After an early sell-off, global equities rebounded and the U.S. stock market finished up 2.4% in August, contributing to a 19.5% YTD return for the S&P 500. Read More

Tucker Weppner explores the principles and responsibilities of a fiduciary while highlighting the importance of prioritizing clients' interests and maintaining… Read More