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Financial Education Library
2024 Mid-Year Roundtable Summary
Panelists Josh Snyder – Global Investment Strategist, GQG Partners (GQG) Frances Donald – Global Chief Economist and...
Surviving Market Turbulence
Economic downturns and turbulent investment markets can make people nervous. Recognize these events as a normal,...
February Market Commentary Will A Booming Economy Stay Powell’s Hand?
January Recap and February Outlook As goes January, so goes the year. That old stock market canard has a double-edged...
January Market Commentary Is Rate Relief In Sight?
The drama around the timing of the Federal Reserve’s first cuts to the key short-term interest rate continued in last...
Videos
[Video] S&P 500 Top 10 Concentration Implications
Over the past decade, the composition of the S&P 500 has shifted significantly—raising important implications for...
[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...
[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...
[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...