Helping you navigate the market's twists and turns.
Live From Philly
ADVISOR EVENT
The Marketing Secrets of Fast-Growing Advisory Firms
LOCATION
Webcast
Samantha Russell
Chief Evangelist at FMG
Date
August 12th, 2025
TIME
11:00 am ET
TOPIC
What sets the fastest-growing financial advice firms apart? It’s not just great service—it’s strategic, high-impact marketing.
Featured
Gauging The Economy
2nd Quarter 2025 Economic and Capital Market Review
July 24, 2025
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
Learn More
Market Updates
Market Update: Tax & Spending Bill Passed, Tariffs Still in Flux
July 7, 2025
On July 4, President Trump signed into law the One Big Beautiful Bill Act.
Learn More
Gauging The Economy
2nd Quarter 2025 Economic and Capital Market Review
July 24, 2025
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
Learn More
Monthly Moves
Monthly Moves: Charting Our Strategies, June 2025
July 8, 2025
Optimism surrounding easing tariff tensions prompted a strong market rally. The S&P 500 Index rose 6%, posting its best May since 1990.
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Market Updates
Market Update: Tax & Spending Bill Passed, Tariffs Still in Flux
July 7, 2025
On July 4, President Trump signed into law the One Big Beautiful Bill Act.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, June 2025
July 2, 2025
The May rally continued in June as the S&P 500 and Nasdaq Composite reached new all-time highs to close out the month.
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Market Outlook, Market Updates
2025 Mid-Year Market Outlook Commentary
June 24, 2025
Market Updates
Market Update: Crisis in the Middle East, Again, and Amplified
June 23, 2025
Tensions in the Middle East have escalated further, with Israel and Iran exchanging missile and aerial attacks. Over the weekend, the U.S. became directly involved, targeting Iran’s nuclear facilities.
Learn More
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