Latest Insights

Equities Enter a Historically Favorable Stretch of the Presidential Cycle

Since 1950, the three-quarter period beginning in the fourth quarter of a midterm year has historically produced some of the strongest returns in the presidential cycle, despite periodic pullbacks.

Semiconductors: The Opportunity Extends Beyond a Single AI Company

A Research-Driven Approach to Identifying Potential Semiconductor Winners

SEC Opens the Door to Tokenized Securities Innovation

Why Tokenization Is an Infrastructure Story, Not Just a Crypto Story

BNAV Commentary 3Q 2026

Bitcoin: a technical take, divergence from Tech, and year-end tax considerations.

International Insights: Investing Across the Globe - September 2026

Audio Commentary by Tim Seymour, IDVO Portfolio Manager

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