December Market Recap: Flat Returns, Strong Year, and Why Scenario Planning Matters
December was a fitting finish to a year that tested investor patience, challenged assumptions, and ultimately rewarded discipline. While the final month of 2025 delivered muted returns, the broader year reinforced an important theme: macro outcomes like inflation, growth, and Fed policy are driving ...
By Justin Lowry
Wealth Management 2026 Market Outlook
By Artha
A November to Remember
Financial markets navigated a highly volatile landscape in November as shifting monetary expectations and disrupted economic data releases created uncertainty across asset classes. While headline equity performance appeared muted, with the S&P 500 finishing roughly flat at 0.25%, the month’s underly...
By Justin Lowry
Navigating Steady Gains, Shifting Signals, and the Early Stages of AI Growth
After what we believe to be an uncharacteristically strong September, markets entered October with potentially renewed momentum and a sense of cautious optimism. Both equities and bonds delivered modest but meaningful gains as investors recalibrated expectations around inflation, monetary policy, an...
By Artha
Navigating September’s Market Shifts with Smarter Portfolio Optimization
September is often remembered as a tricky month for markets — but this year told a different story. The S&P 500 advanced 3.64% in September, extending the bull market’s momentum, while fixed income also posted modest gains for the month of September on expectations of further Fed rate cuts Yet under...
By Artha
Managing Time Without Sacrificing Results Webinar
In this webinar, we will discuss the time crunch that advisors face between managing portfolios, managing their clients, prospecting for new clients, and all other day to day tasks they are inundated with. The challenge is exacerbated by the fact we live in a very regulated environment. How do adv...
By Artha