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Chart of the Month
Resolutions v. Reality: Setting the Stage for Success
Although only around one-third of Americans say they set a New Year resolution, financial goals are now among the most common resolutions people set for the new year, often ranking just behind health and fitness goals.
Jan 09, 2026
Monthly insights
Chaos in Caracas
While geopolitical developments often command significant media attention, financial markets remain primarily focused on fundamentals such as earnings, economic growth, and valuations. For long-term investors, staying disciplined and thoughtfully allocated within a well-diversified portfolio remains the most effective way to generate value.
Jan 06, 2026
Podcast
Weekly Market Impact: Jan. 5, 2026
This week, Phil looks back at 2025, to discuss the year's biggest surprises and the expectations that didn't quite pan out.
Jan 05, 2026
Quarterly insights
Q4 2025: Market View Quarterly
Domestic equities ultimately delivered strong results, supported by resilient earnings across broader sectors and styles. International equities gained early leadership, outperforming during the initial tariff period due to attractive relative valuations and a sharply weakening U.S. dollar.
Jan 05, 2026
Weekly insights
Market View: Week of Jan. 2, 2026
Although the operation in Venezuela is the largest U.S. involvement in Latin America since the invasion of Panama in 1989, it is unlikely to broadly affect domestic equity markets. There could be localized effects on companies or industries with a large presence in the country, but given the small size of the country, and the lack of opposition towards the U.S. from Venezuela, it is unlikely there will be larger effects.
Jan 05, 2026
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