Market Strategy

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How does Venezuela affect portfolios?

You’ve likely seen recent headlines about the arrest of Venezuelan President Nicolás Maduro by U.S. forces. While the geopolitical implications are significant, many investors are

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Key Investment Themes to Watch in 2026

Read to learn more about the key economic and market themes shaping 2026, highlighting opportunities and risks related to valuations, artificial intelligence, monetary policy, global growth, and the importance of maintaining a balanced, long-term investment strategy.

November Market Review: Navigating Volatility and Economic Uncertainty

November’s market volatility reflected shifting risk appetite, delayed economic data from the government shutdown, and changing expectations for Federal Reserve rate cuts. Despite the uncertainty, markets and diversified portfolios largely stabilized by month-end, underscoring the importance of maintaining a long-term perspective.

Is there an AI Bubble?

With artificial intelligence dominating headlines and driving the stock market to new highs, many investors are asking whether we’re in another bubble like the dot-com

Market Resilience Amid October’s Policy and Economic Challenges

Explore how financial markets remained strong and reached new highs in October despite challenges like a government shutdown, trade tensions, and shifting Federal Reserve policies, emphasizing the importance of long-term, diversified investing.

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What Government Shutdowns Mean for Markets and Your Portfolio

Lawmakers are once again struggling to pass a federal budget, raising the prospect of a government shutdown. While such events can disrupt government operations and workers, history shows they’ve had minimal lasting impact on financial markets. Market stability tends to persist because shutdowns are temporary and don’t alter underlying economic fundamentals. For long-term investors, maintaining focus on strategy rather than reacting to political drama remains the best course of action.