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In the spring of any presidential election year, questions roll in about party, policy, the growing political divide, and what that means for capital markets. What would various political scenarios mean for stocks? What happens if a particular tax policy proposal becomes law? Although situation and scenario-specific, in most cases, we do not urge action related to investments and asset allocation, but often will suggest action related to tax and financial planning. History shows us that there

Recap The consumer, economy, and markets all proved resilient in the recent quarter and year to date. In a new narrative, the larger corporations and wealthier households may benefit from the higher interest rates due to their liabilities largely being fixed when rates were lower and now earning substantially more on the cash they have on hand. Thus, higher rates actually benefit many and propel the economy, not universally stall it as traditional thinking goes. The long-anticipated recession

Content adapted from an article originally published by, and used with permission from, Fiducient Advisors LLC.1 Fiduciaries to nonprofit organizations play an instrumental role in managing an organization’s interests while furthering its important mission. However, the role of a fiduciary involves much more than attendance at meetings. Fiduciaries must exercise integrity, thoughtfulness, and prudence in decision-making, all while being proactively engaged and asking the right questions. It’s c

In the newest edition of Markets in 2 Minutes, Connor Darrell of the Investment Team provides a recap of the recent bond market volatility and explains why investors should remain patient with their bond portfolios.

Each year, our Investment Team undertakes a comprehensive review of our capital market assumptions (CMAs) across asset classes. CMAs serve as the foundation of our portfolio construction process because they represent our forecasts for how different asset classes (such as stocks, bonds, real estate, and alternative investments) may perform going forward. The data is then used to approximate the efficient frontier and evaluate tradeoffs between allocating to different types of investments. As pa