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The latest insights
  • The midterms and your portfolio: what history tells us
  • Separately Managed Accounts: What they are and when they make sense
  • All-time high? Or just another Thursday?

Quarterly Market Update: A Review of the Third Quarter of 2024

October 30, 2024
Author: Dougal Williams, CFA

The third quarter of 2024 brought outstanding returns for financial markets. CEO and Chief Wealth Officer Dougal Williams recaps performance and other highlights including The Fed’s rate decision, Nvidia’s record earnings, and hype around the U.S. presidential election.

Dougal Williams, CFA

Connect with Dougal


Article tags
Active vs. passiveDiversificationEconomy and markets

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Investing

The midterms and your portfolio: what history tells us

November 5, 2026By Alex Canellopoulos, CFA, CFP®

Stocks have advanced under Republican, Democratic, and mixed control of Congress. The evidence favors staying invested and diversified over reacting to elections.

Investing

Separately Managed Accounts: What they are and when they make sense

October 19, 2026By Alex Canellopoulos, CFA, CFP®

Separately managed accounts offer direct ownership of individual securities, which can create added tax-management opportunities for investors whose circumstances warrant it.

Investing

All-time high? Or just another Thursday?

September 11, 2026By Joe Rayburn, CFP®

New market highs can feel unsettling, as if stocks can’t climb any higher. But history shows something different. We look at the data, and why staying the course is key.

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