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1 min read

Q1 2025 Market Recap: Bumpy ride for U.S. investors

Ryan McWalter: May 6, 2025

A shaky start amid tariffs and global uncertainty After two strong years for U.S. markets, 2025 kicked off with turbulence. What began as a promising...

1 min read

Q4 2024 Market Recap: A good year and the big get bigger

Ryan McWalter: February 19, 2025

A strong finish to a strong year 2024 was a remarkable year for investors. After an outstanding 26.29% return in 2023, the S&P 500 posted another...

1 min read

Q3 2024 Market Recap: Calmer tides

Ryan McWalter: November 5, 2024

Can investors breathe a sigh of relief? The third quarter of 2024 has proven to be both eventful and rewarding for investors across various asset...

1 min read

Q2 2024 Retirement Market Recap: Choppy Seas Ahead

Ryan McWalter: September 9, 2024

Investors flock to thematic investing to stay afloat In the second quarter, investors saw unexpected volatility and high-performance dispersion...

3 min read

Maximizing Retirement Savings: Key Insights on Employer-Sponsored Plans

Andrew Goo: August 8, 2024

Employer-sponsored retirement plans are a cornerstone of financial security for many employees. They provide a structured way to save for the future...

Q1 2024 Market Recap: Strong Start Amid Cautious Optimism

Ryan McWalter: May 7, 2024

Is 2023’s market rally here to stay? Moving into 2024, investors were cautiously optimistic about the financial market’s soft landing in the fourth...

5 min read

What are Alternative Investments? 4-Part Introduction

Andrew Goo: February 12, 2024

The market has seen a lot of uncertainty in recent years. Because of this, many organizations are looking for new ways to diversify their investment...

Q4 2023 Market Recap: Avoiding recession to find a soft landing

Ryan McWalter: February 5, 2024

With 2023 in the rearview mirror, many investors can breathe a sigh of relief. From a potential looming recession to unexpected market surprises and...