Market Insights

2025 Midyear Market Outlook: CIO’s 3 Key Investor Themes to Watch

6 minute read | July 9, 2025

The first half of 2025 is in the books. While it may not have played out exactly as we envisioned, equity markets are roughly where we expected them to be. The S&P 500 has...

Investment Management

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Big Tech’s Big Bang Recovery Drives U.S. Stocks to New Highs in Q2 2025

So, how did the markets really do in the second quarter? And what should you keep an eye on next? Let’s take a closer look beyond the numbers at what drove the markets this...

Featured

July 9, 2025

2025 Midyear Market Outlook: CIO’s 3 Key Investor Themes to Watch

The first half of 2025 is in the books. While it may not have played out exactly as we envisioned, equity markets are roughly where we expected them to be. The S&P 500 has...

Next Generation

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The Great Opportunity Transfer: Implications for Wealth Management and Bank Trusts

The financial landscape is on the brink of a seismic shift as trillions of dollars in wealth are set to transfer from the Baby Boomer generation to their heirs. This...

Market Insights

April 6, 2023

Tax Tips in 2023: Capital Gains, Wash Rules & Tax-Loss Harvesting

Smart investing is about finding opportunities in all market environments. As stocks and bonds continue to face the roughest terrain since 2008, widespread losses in...

Market Insights

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8 Lessons Learned From the 2008 Recession That Are Applicable Today

No two recessions are alike, yet many repercussions for employers, investors, and financial advisors are similar:

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Retiring During a Recession: Key Planning Strategies

Here we stand, hoping we are on the other side of the pandemic, looking at the wreckage. A harsh economy, high expenses, and a bear market. From every angle, it feels...

Client Relationships

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Cash Accounts and FDIC Insurance: What You Need to Know About High-Yield Savings and High Yield Cash

In light of recent developments in the banking sector, many people are understandably concerned about the safety of their cash balances. Particularly, of concern are large...

Market Insights

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Toughest Client Questions Answered by Leading Financial Advisors

Your clients may be worried about the value of their investments and the state of the economy, among other things. As an advisor, you can’t predict the future, but you can...

Practice Management

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6 Tips to Create a Business Continuity Plan for Trying Economic Times

Individuals can’t control economic and market conditions. However, business leaders can certainly take steps to mitigate the negative impact of market volatility and improve...

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Market Insights

2025 Midyear Market Outlook: CIO’s 3 Key Investor Themes to Watch

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