Economy and markets

Gold has surged more than 50% this year, topping $4,300 an ounce in mid-October. But before declaring a new golden era, investors should remember history’s humbling lessons. After peaking in […]

Private investments are increasingly offered to individual investors, positioned as opportunities once reserved for elite institutions. Yet their complexity, high costs, and limited transparency raise important questions about their long-term […]

Comfort and certainty can be costly. Discover why individual bonds aren’t always the rational choice, especially when diversification and pricing power are on the line.

Tariffs create headlines and lots of buzz—but history shows minimal long-term impact for investors. So what’s the best approach for investors to take when short-term noise about tariffs and trade […]

In a world of uncertainty, U.S. Treasury bonds continue to shine. Learn why they remain the bedrock of portfolio safety—offering unmatched liquidity, global demand, and downside protection.

With U.S. stock prices down and volatility up, some suggest it’s time for stock pickers to shine. But does the evidence support the claim?

In this webinar, we share our perspectives on what’s driving markets, how we’re responding, and what this means for your portfolio and financial plan.

Chasing recent winners too often leads to disappointment. Long-term investment success requires global diversification, discipline, and resisting our own biases.

President elections have less impact on market performance than you might think. Find out why sticking to sound investment principles matters more than political outcomes.

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 […]

At the mid-point of 2024, the year has been an excellent one for investors. Despite setbacks in April, the S&P 500 has returned over 15% in the first two quarters. […]

Markets hit record highs in early 2024, but concerns persist. Are higher interest rates a warning sign? Watch our Q1 recap for key takeaways and insights on what’s ahead.pt.