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ETF Watch: Finding Income in Volatile Markets

Three Diverse Strategies for Compelling Income Streams

Rising Tariffs, Rising Opportunities: Finding the Path in Uncertain Times

Tariffs and the Importance of Proactive Portfolio Management.

After a month-long pause, President Trump moved forward with increased tariffs and announced a series of measures that are likely to result in higher tariffs for a variety of products from a range of countries. These include:

ETF Watch: Portfolio Positioning for Trump 2.0

Three Opportunities for Portfolios in the New Era

2025 Investment Outlook: Six Themes to Consider

Key considerations in cryptocurrencies, artificial intelligence and thematic trends, market breadth, income diversification, scarce resources, and volatility management.

In 2024 geopolitical tensions around the globe unnerved investors and dominated headlines throughout the year, yet U.S. equity markets had a great year. The S&P 500 Index - on track for its best yearly performance in the 21st century – continued to reach new all-time highs and was up a whopping 27% as of the end of November, the Russell 2000 hit a new all-time high while the tech heavy Nasdaq rose around 30%.