Michael,markets are up, portfolios look decent, but let’s not pretend the first half of 2025 made sense.
Tariffs, war, weak data, ballooning deficits—none of it stuck, at least not for long. Instead, we’ve seen a string of "false crises" spark brief panic, only to be ignored days later as equities marched higher. In this edition of Portfolio Perspectives, we’re focusing less on what happened and more on what mattered. The goal: help you position around the noise, not inside it.
High Valuations, High Stakes — What Earnings Season Is Really Telling Us
Markets may be near record highs, but beneath the surface, growth is slowing, and valuations are stretched. Our Chief Market Strategist, Craig Basinger, dives into the subtle signals, like why the tone of management calls could be far more telling than the numbers themselves. Learn how to decode these nuances and adjust your outlook before the market does.
Capitol Clarity: Why Washington’s New Stablecoin Bills Demand Advisor Attention
Forget the usual crypto policy noise—this time, it's different. Portfolio manager, Nick Mersch, explains why two bills could finally give the U.S. a clear framework for stablecoins, with meaningful implications for banks and exchanges. Find out how this shift could reshape capital allocation—and why smart advisors are already paying attention.
The Almighty Portfolio: Lessons from the “Perfect” Portfolio You Couldn’t Actually Hold
Hindsight is 20/20, but the real challenge is staying the course when markets test resolve. Associate portfolio manager, Brett Gustafson, unpacks why even a theoretically ideal portfolio isn't easy to stick with — and what that means for managing client expectations and emotions today.
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