4 Tips for Navigating Uncharted Financial Waters

Whether you’re an experienced investor or new to the market, 2025 has brought an unprecedented degree of simultaneous market momentum and uncertainty. The first half of the year saw both sharp market swings and heightened volatility, leaving many investors feeling like they’re navigating un …

Midyear Market Outlook 2025 Webinar : Uncharted Waters

The economy has weathered volatility and uncertainty to start 2025, with the ongoing bull market continuing its run and the labor market staying strong. But plenty of headwinds remain as we head into the second half of the year. 

Midyear Market Outlook 2025

The economy has weathered volatility and uncertainty to start 2025, with the ongoing bull market continuing its run and the labor market staying strong. But plenty of headwinds remain as we head into the second half of the year.  Download the worksheet to get started.

Facts Vs Feelings Take 5 – Midyear Market Outlook 2025

We’ve hit the halfway mark of 2025—and what a ride it’s been. From economic uncertainty to market resilience, the latest Take 5, featuring Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, breaks down where we are so far in 2025 and where we might be hea …

Market Commentary: More New Highs and a Jobs Surprise

What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly have come back to new highs already, one of the fastest recoveries ever.

Facts Vs Feelings Take 5 – Why the Surprise Summer Rally Can Continue

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the unexpected strength in stocks during May and June, why the economy has outperformed expectations, and what could keep momentum going in the second half of the year. From …

Market Commentary: S&P 500 Makes a New All-Time High, and a Look at Housing

New Highs Are Here What a wild ride 2025 has been and it is only halfway over! After being down nearly 20% at the lows in April, stocks have staged one of the largest reversals ever and on Friday moved back to new highs.

Facts Vs Feelings Take 5 – Back to Your Regularly Scheduled Bull Market

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the remarkable turnaround in markets over the past 10 weeks, with the S&P 500 nearly reaching an all-time high despite previous worries around inflation, tariffs, and geo …

Market Commentary: Stocks Pause on Geopolitical Risk, Fed

Stocks fell three days in a row to end the holiday-shortened week but still managed to finish the week near flat thanks to Monday’s gains. Worries over the fallout from the Middle East conflict has traders on edge, while US economic data has been slowing some, and the Federal Reserve (“Fed” …

Facts Vs Feelings Take 5 – The Latest on the War in the Middle East

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, address the mounting uncertainty surrounding the ongoing conflict in the Middle East, reflecting on how geopolitical turmoil historically affects markets. Despite short-term volatili …

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