by Jacob Burkhart | Jul 12, 2024 | Market Updates
The month of June saw rising unemployment and a cooling of labor markets, coupled with treasury yields trending lower, resulting in mixed returns across the broad markets. Most equities, including small and mid caps, experienced negative returns while large caps and...
by Jacob Burkhart | Jun 10, 2024 | Market Updates
In May, we witnessed a substantial rebound across the broad markets, marking a notable turnaround from April’s selloff. Equity markets in particular spearheaded the recovery, while alternatives (represented by the S&P GSCI Index), which previously led the...
by Jacob Burkhart | May 10, 2024 | Market Updates
In April, we witnessed a sizeable retreat throughout the broad markets, signaling a pause in the optimistic rally we’ve observed thus far this year, particularly in the equity markets. This pull-back comes amidst heightened investor concerns with the near-term market...
by Jacob Burkhart | May 10, 2024 | TPIAs
In the ever-evolving world of financial advising, professionals face a multitude of challenges that stem from market volatility, increasing regulatory demands, and the growing complexities of managing diverse investment portfolios. Today’s financial advisors are...
by Jacob Burkhart | May 3, 2024 | Investment News
A few years ago, we began offering the equities portion of our Dynamic Growth Allocations as a standalone tactical strategy, called “Insignia”, providing access to the core equity securities used in the allocations while still being able to dynamically reduce the risk...
