Artificial Intelligence will change everything, we are told. That remains to be seen. It’s certainly changed the stock market. But in some ways, AI’s impact may be more subtle. It is already changing the way people talk and act. What I’m going to...
The market environment today has been marked by an emphasis on large-cap growth, particularly with respect to Magnificent Seven names like Nvidia, Microsoft, and Apple. The AI theme has been in the tech sector propelling much of the market performance in 2025. So...
In the latest move in the ever changing ETF landscape, Goldman Sachs Asset Management has launched a new ETF. The firm, which currently offers a suite of ETFs featuring premium income offerings, will now see its roster rise above 61 total ETFs. In...
By Ryan Krystopowicz, CFA, Director of Client Solutions
Key Takeaways
Life events like recessions, health scares or inheritances often spark an urgent search for financial advice, making it critical for advisors to be digitally visible before the need arises.
With 92% of Millennials and 61% of...
Interesting Investment – JPMorgan Chase announced plans to invest up to $10 billion in U.S. companies that are critical to national security, like defense and energy. This investment is part of a broad 10-year $1.5 trillion pledge (source: Reuters).
AI Investment – Salesforce has pledged a...
The yield on the 10-year note ended October 24, 2025 at 4.02%. Meanwhile, the 2-year note ended at 3.48% and the 30-year note ended at 4.59%.
The chart below overlays the daily performance of several Treasury bonds, starting from the pre-recession equity market peaks,...