Insights & News

Access key insights from our experts as well as our latest news.

Investments – Markets

2026 Q4 Market Outlook: Investing in an AI-Driven Economy

In our Q4 Market Outlook, CIO Frank Brochin examines the market forces shaping today's landscape and shares key considerations for portfolio positioning and diversification.
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Q4 Fiduciary Perspective

2026 Q4 Fiduciary Perspective

Our Q4 Fiduciary Perspective includes our Q4 Market Outlook: Investing in an AI-Driven Economy, and a recap of our News & Notes.

2026 Q4 Market Outlook: Investing in an AI-Driven Economy

In our Q4 Market Outlook, CIO Frank Brochin examines the market forces shaping today's landscape and shares key considerations for portfolio positioning and diversification.
Frank Brochin and Austin Shapard

2026 Q3 Market Outlook: An Earnings-Driven Market in an Inflation-Prone World

Our Q3 Market Outlook looks at a resilient economy, strong earnings, and the evolving risks shaping today's market environment.
Cybersecurity - Lock

Staying Secure in a Changing Digital World

What High-Net-Worth Individuals Should Know About Cybersecurity Risks and How to Respond
Colleagues

The Shift in Small Cap Stocks from Public to Private Markets

Private markets are increasingly capturing small-cap growth and value creation, as public small-cap stocks face declining quality and returns—promoting a reassessment of traditional portfolio allocations.

The Iran War and the Long-Term Cost of Energy Insecurity

How a regional conflict could reshape inflation, defense spending, global trade, and long-term portfolio planning.