Treasury yields are falling, inflation concerns are giving way to growth worries, and agency mortgage-backed securities are delivering 5.75% yields with AAA ratings. As markets shift their focus, we're tracking why this sentiment change matters.

After fifteen years of dominance by US markets European and emerging markets suddenly began outperforming, with China leading the charge. Is this just a hiccup, or is it the beginning of a major shift in global market leadership?

While the earnings backdrop remains solid, we think that investors should be prepared for some potential near-term volatility in markets.

Two years in a row of 20%-plus market returns, AI's productivity revolution, and a fundamental shift in the relationship between stocks and bonds. How is the current landscape and policies reshaping everything from Fed decisions to global trade?

As Trump's tariff plans send economic shockwaves through global markets, gold is quietly staging one of its most impressive rallies. From inflation concerns to geopolitical uncertainty, is gold telling a story that goes beyond traditional investing?

Since Name, Image and Likeness (NIL) launched in 2021, there has been a flurry of activity. This year it’s estimated to be $2.5B. With all of this increased spending on NIL deals but little regulation, how should we be advising these young athletes?

President Trump announced the first ever national energy emergency in the U.S. This executive order is designed to support energy production and infrastructure development, with a focus on fossil fuels. But what is a different headline?

AI is driving unprecedented electricity consumption, while renewable energy's role is expanding amid White House executive orders. So, how could AI revolutionize energy efficiency, investment opportunities in renewables, and provide insights into future trends and challenges?

For decades, government employees in states like Colorado and California faced unique Social Security restrictions. Now, as survivor benefits expand and pension rules change, we're tracking a transformation that could mean thousands in additional monthly benefits for some retirees. 

While headlines continue to focus on Trump's first weeks in office, another story is unfolding in fixed income. The 10-year Treasury yield flirts with 5% and investors face a crucial question: What is the market telling us about investing this year?