Over the past decade, the composition of the S&P 500 has shifted significantly—raising...
[Video] The S&P 500: Historical Returns and Volatility
As we move through the early months of 2025, the S&P 500 has presented investors with an unfamiliar narrative compared to the strong performance seen in 2023 and 2024. After two consecutive years of returns exceeding 25%, Q1 delivered a pullback—reminding us that...
Sign up for email updates
Subscribe to receive insights from our team delivered to your inbox once a month.
[Video] Q1 2025 Economic and Market Commentary
As we closed the first quarter of 2025, investors were met with a stark change in tone from the high-growth environment of the past two years. Rising volatility, shifting trade policies, and renewed concerns about recession created a market defined by uncertainty—and...
[Video] Asset Allocation: What Worked in Q1
As we review the market landscape of the first quarter of 2025, one theme remains consistent: the power of diversification. At the heart of our Q1 analysis is the asset class quilt chart—a familiar tool we use to visualize the performance of various asset classes....
[Video] Navigating Fiduciary Challenges in 2025: Key Insights for Plan Sponsors
As regulatory scrutiny increases and the retirement landscape evolves, fiduciary responsibilities are becoming more complex than ever. Ensuring compliance while effectively managing retirement plans requires both strategic planning and a thorough understanding of...
How to Save $1 Million for Retirement
Retirement planning can seem overwhelming, but reaching the $1 million milestone is more achievable than many think—with the right strategy and consistency. In our webinar, "How to Save $1 Million for Retirement," we break down practical savings approaches, investment...
[Video] Smart Tax Strategies for 2025: Maximizing Wealth and Minimizing Liabilities
As we enter 2025, proactive tax planning has never been more crucial. With potential changes in tax policy on the horizon, individuals and business owners need to evaluate their wealth management strategies to minimize tax liabilities and secure their financial...
Understanding Social Security: A Guide to Retirement Benefits
Planning for retirement requires a solid understanding of Social Security benefits and how they fit into your overall financial strategy. In our webinar, "Social Security Basics," we break down the key components of the Social Security program, eligibility...
Investment Basics: Understanding Key Principles
Investment Basics: Understanding Key Principles It is important to understand some basic investment principles before putting your money into the stock market. This knowledge helps you make informed investment decisions and ensures your investments align with your...
2025: A Year of Change
Economic Insights, Trends and Challenges Stay up to date on market performance, ongoing economic trends and what challenges may lie ahead. In this quarter's Economic Insights, HUB's Investment Research Team covers: The standout drivers of 2024’s equity performance and...