This on-demand Market Update episode covers several key topics shaping markets and the economy. (video)

"Ninety percent of the game is half mental." Yogi Berra had a knack for contradictions and finding wisdom in the nonsensical. Read our quarterly check-in on markets and the economy. (Article)

During periods of higher interest rates, sticky inflation, and below-average consumer sentiment, we believe it is important to remain present in markets with a long-term view.

Explore the implications of market breadth and the dynamics of large-cap vs. small-cap stocks. We discuss navigating market shifts and optimizing investment strategies for long-term success.

Servicing the national debt is getting more expensive because of rising debt levels and higher interest rates. Looking ahead, the CBO estimates that in 10 years, the interest cost will approach $1.4 trillion per year. (video)

$200 billion in market value was added overnight to the S&P 500's fourth-largest stock. We discuss what this means for time-in-the-market investors. (video)

When the values of your underlying portfolio assets change, it’s likely that your risk posture has also changed. We discuss drift and rebalancing as a tool to manage portfolios over time. (video)