Amid another record CPI print, this week’s chart looks at the S&P 500 and the Agg’s historical returns during periods of elevated inflation.

The inflation debate turns from speculation to reality. Our chart breaks down April’s CPI report and suggests one takeaway could be higher volatility.

Inflation has spiked in not only the U.S, but around the world. Our chart looks at rising CPI readings across developed countries.

Inflation remains top of mind for many. The team gathers to discuss what investors can do to combat rising prices.

At the Forbes | SHOOK Top Advisor Women Summit, we were honored to host Sarano Kelley, CEO of The Kelley Group, for an enlightening session on “The Art and Power of Authentic Communication.” Sr. Relationship Manager & Head of Platform Strategy Laurie Durante interviewed Kelley, who shared practical strategies on how genuine, transparent communication can...

Market sentiment has shifted recently, but there are still reasons for caution. This week’s chart looks at institutions’ somewhat neutral positioning.

The current rally looks very different from the last one. This week’s chart looks at the composition of returns in 2023 vs. 2021.

What is an interval fund? An interval fund is a type of closed-end fund that offers liquidity to investors at stated intervals – typically quarterly, semiannually or annually. This means shareholders are able to sell a portion of their shares at regular intervals at a price based on the fund’s net asset value.  Interval funds may...