investment consulting

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

The market trends flipped in a volatile month as large growth stocks saw a decline in the month while small cap and large cap value stocks finished strong. Read More

Despite underlying market divergence, large mega-cap tech stocks push the stock market upward. Read More

John Gullo summarizes the top financial stories of Q2 2024 in just five minutes. Read More

The stock market recovered in May with a resurgence in tech stocks and broader market participation, yet inflation remains a persistent concern. Read More