Video
The View from 30,000 Feet
One of the apparent contradictions of 2026 is that, by most measures, it has been a strong year for investors, with equity markets holding near record highs.
2024 exceeded expectations in terms of investment returns, with the U.S. economy steering clear of a significant slowdown and technological innovation progressing steadily. But what lies ahead in 2025?
In this video, our Senior Investment Strategist Phil Borkin explores the economic outlook for the coming year, highlights potential risks, and examines their implications for client portfolios and investment markets.
News & Insights
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Video
"Halfway Point"
As we move beyond the halfway point of the year, financial markets have already delivered a remarkable number of developments.
You Frame Your Investment Strategy
Most women don’t experience their financial lives as a straight line. Careers evolve, families shift, priorities are reassessed.
