In this on-demand webinar, Damaris Gingerich, CFP®, CKA®, AIF® and Cliff Aque, CFA® review the major market and economic themes that shaped 2025 and share perspective on what could influence investors in 2026. The discussion covers shifting tariff policies, AI-driven market concentration, Federal Reserve decisions, inflation, economic growth, crypto volatility and key risks to watch in the year ahead. Read More

In this on-demand webinar, Cliff Aque, CFA®, AIF® and Tim Egart, CEPA®, CFP® discuss the evolving crypto landscape and what long-term investors should understand before considering digital assets. The conversation covers Bitcoin, Ethereum, stablecoins, regulation, real-world applications, and how to evaluate crypto through the lens of risk, liquidity, portfolio sizing and suitability. Read More

Despite near-term volatility in labor data and inflation concerns, the broader economic outlook remains positive. Corporate earnings continue to surprise to the upside, and transformative technologies like AI are driving innovation and long-term value creation across sectors. The Fed’s proactive stance and the resilience of consumer and business demand provide a solid foundation for continued growth. Read More

John M. Jennings offers a refreshing and deeply insightful perspective on investing, one that acknowledges the uncomfortable truth: the future is unknowable, and markets are inherently unpredictable. Rather than resisting this reality, Jennings encourages investors to embrace uncertainty as a fundamental feature of the financial landscape. His book is not a technical manual or a list of stock-picking tips. Instead, it’s a guide to developing the right mindset and behavioral habits to navigate markets with confidence and clarity.   Read More

The National Bureau of Economic Research (NBER) developed an index that measures economic policy uncertainty based media references. They found that policy uncertainty tends to raise market volatility and potentially foreshadow declines in investment, output, and employment in the United States . As shown in the chart below, policy uncertainty is at its highest level since COVID and more than double what it was during the Great Financial Crisis. This rising uncertainty has raised recession odds and market volatility. Read More