Videos

Markets in 2 Minutes

Markets in 2 Minutes – February 2022

What’s going on with fixed income? In this month’s edition of Markets in 2 Minutes, Chief Investment Officer Michael Moriarty …

Winter 2022 Market Recap & Outlook

After a strong year for equity markets comes to a close, our team reflects on the trends of 2021 and …

markets in 2 minutes

Markets in 2 Minutes – January 2022

The Fed is getting off zero and yields are also on the rise. In this month’s edition of Markets in …

markets in 2 minutes

Markets in 2 Minutes – December 2021

It’s been a great year for earnings, but let’s not forget that stocks can be volatile. In this month’s edition …

markets in 2 minutes november 2021

Markets in 2 Minutes – November 2021

“Stuff over experience” – in this month’s edition of Markets in 2 Minutes, Dmitriy Katsnelson of our investment team provides …

markets in 2 minutes

Markets in 2 Minutes – October 2021

Small cap performance has been pretty quiet in the last several quarters. In this month’s edition of Markets in 2 …

Markets in 2 Minutes September 2021

Markets in 2 Minutes – September 2021

“Don’t fear rising rates.” In this month’s edition of Markets in 2 Minutes, Dmitriy Katsnelson of our investment team provides …

markets in 2 minutes august 2021

Markets in 2 Minutes – August 2021

What’s going on in China right now? In this month’s edition of Markets in 2 Minutes, Chris Maxey of our …

Mid-Year 2021 Market Recap & Outlook

Following a quarter of relative “normalization,” our team talks inflation, earnings, equities, and more in our 2021 mid-year market recap …

markets in 2 minutes

Markets in 2 Minutes – July 2021

What’s going on with the Fed right now? In this month’s edition of Markets in 2 Minutes, Chris Maxey of …

mental health special education

Special Needs & Special Education Planning: Mental Health in Special Education

In the newest installment of our series on special needs and special education planning, we cover the important topic of mental …

Markets in 2 Minutes

Markets in 2 Minutes – June 2021

Inflation – is it here to stay? In this edition of Markets in 2 Minutes, CIO Michael Moriarty explores how …

Markets in 2 Minutes – May 2021

Growth stocks have been sluggish as of late and high valuations have many drawing parallels to the 90s tech boom. …

Spring 2021 Market Recap

With record-high equity allocations in portfolios, should investors be concerned? Our investment team tackles this and more, including fixed income …

market recap

Winter 2021 Market Recap

As 2020 has finally come to an end, our Investment Team shares their insights on the year’s investment trends and …

market recap

Fall 2020 Market Recap

Decoding the data, evolving market trends, and getting your financial house in order as year-end approaches – hear our team’s …

market recap

Summer 2020 Market Recap

“It’s as if there is a bubble for use of the word ‘unprecedented.’” Listen to Michael Moriarty and Dmitriy Katsnelson’s …