Articles
July 16, 2026
Inflation Is Cooling. Now Comes the Hard Part.
Investors received some welcome news this week as US inflation showed signs of easing.
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Articles
July 9, 2026
A Good Investment Strategy Is Built for Bad News
Successful investing is not about avoiding every downturn.
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News & Media
July 7, 2026
Advisors Help Clients Tune Out Trade, Other Noise
Wes shares his perspective with Investment Executive on navigating the uncertainty surrounding CUSMA and staying focused on long-term investment goals.
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Articles
July 3, 2026
Why Successful Investors Learn to Live with Uncertainty
The headlines would have you believe that uncertainty is the defining characteristic of today’s investment landscape.
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Articles
June 26, 2026
What Your Statement Is Not Telling You
Here are three key considerations when interpreting investment statements.
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Articles
June 25, 2026
Why Markets Shrugged Off the Latest CUSMA Comments
One of the most important lessons in investing is that markets do not react to headlines in isolation.
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Articles
June 19, 2026
The Trillion-Dollar IPOs Are Missing the Bigger Story
For decades, the stock market was where investors discovered the next great company.
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Articles
June 18, 2026
What Are Rising Interest Rates Telling Us?
In the spring, bond yields rose to levels not seen in decades.
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Articles
June 17, 2026
Want To Change the World? Start by Making Your Bed
“If you want to change the world, start by making your bed.”
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Articles
June 16, 2026
Rethinking Wealth in Retirement: Have You Planned for Five Types?
The Five Types of Wealth offers a reminder that planning ahead for all dimensions of wealth can help shape a more fulfilling retirement.
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Articles
June 15, 2026
Be Aware: “Mini-Tender” Offers on Demututalized Shares
A mini-tender offer is an unsolicited bid to buy shares, often below market value.
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June 12, 2026
Real Estate Fraud Is Rising — How Title Insurance Can Protect You
As fraud techniques become more sophisticated, disputes can lead to years of legal battles.
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