Active managers’ behavior can reveal valuable signals about market conditions. In this article, we explore how analyzing portfolio actions — such as changes in holdings, position sizes, and investment patterns — can inform asset allocation decisions and potentially enhance overall portfolio performance.
There are a number of key provisions in The One Big Beautiful Bill, signed into law on July 4, 2025, that are important for personal income tax planning and wealth transfer strategies.
After making up less than 10% of gross domestic product in the 1950s and 60s, trade has grown to nearly 30% of the U.S. economy, according to the World Bank. But two crises and a seismic change in the political climate have begun to reverse this trend, potentially with meaningful implications for global economies as well as individual investment strategies.
The unprecedented nature of climate change provides a critical challenge for investors. Understanding and mitigating these risks is essential for investors aiming to navigate security selection in this evolving landscape.
The U.S. national debt now exceeds a record $34 trillion. How concerned should investors be about this figure? This insight explores how the national debt impacts the economy, the financial markets, and investors.
