Brian Brady

MARKETPOINT Earnings Expansion and Market Breadth Return As we close the books on 2025 and look ahead to 2026, we reflect on a year that tested investor discipline while ultimately...

In our year-end investment outlook video, Ali Phillips, President and Partner, reflects on a transformative year for our firm and Adam Savin, Senior Vice President of Investments and Partner, provides...

For our latest virtual event, Ceci Zak introduced the concept of a "modern elder pathfinder" who helps individuals navigate life's third third (ages 60 onwards) by balancing key zones of...

Marketpoint: Resilience Amid Transition The third quarter of 2025 marked a shift in both market dynamics and monetary policy. After navigating the tariff-driven volatility of the first half, equity markets…

In our latest quarterly investment outlook video, Ali Phillips, President, shares important year-end reminders about required minimum distributions and gifting strategies, while highlighting our firm's continued commitment to client service...

Following the recent passage of the One Big Beautiful Bill, we are eager to help you understand the implications of this sweeping legislation for your investment strategies and financial planning....

MARKETPOINT: Resilience Through Turbulence The second quarter of 2025 tested investor resolve like few periods in recent memory. Markets experienced dramatic swings as policy announcements sparked significant volatility, yet beneath…