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Our Resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Investing

    December 16, 2024

    The Outlook for Stock Returns

    With current U.S. stock market valuations at historically high levels, Chief Investment Officer Kevin Grogan discusses expectations for stock returns and the implications for your portfolio.

    Watch the video

  • Investing

    September 17, 2024

    Understanding the VIX: The Market’s Fear Gauge

    With commentators talking about the volatility index (VIX) rising, often referred to as the “fear index,” should this cause alarm for investors?

    Watch the video

  • Investing

    February 15, 2024

    What to Do When the Market Hits All-Time Highs

    Chief Investment Officer Kevin Grogan offers some valuable considerations when making changes to your portfolio during market highs.

    Watch the video

  • Investing

    January 01, 2024

    The New Year Brings Big Questions for Markets

    With uncertainty surrounding future monetary policy and a looming presidential election, Investment Strategy Manager Alex Kluesner looks at the biggest questions ahead and the implications for your portfolio.

    Read the article

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