News and Insights

Timely market commentary, financial education resources, and thought leadership to help you stay informed as an investor.

Recent News and Insights

Podcasts
From Loss to Legacy: A Story of Service, Sacrifice and Lasting Impact
Hank Smith sits down with Ryan Manion, CEO of The Travis Manion Foundation, podcast host and author, to discuss launching, building and growing a successful nonprofit and how she’s amplifying her brother Travis’ legacy to inspire the next generation of leaders.
May 6, 2026

Quality Insights
2025 Fall Outlook
During the third quarter of 2025, the S&P 500 rose nearly 8%, recorded 24 all-time high closes, and was never down more than 2%. Heading into the final quarter of the year we anticipate three major trends from the third quarter will continue to power the market’s steady ascension.
October 1, 2025
Podcasts
Financial Literacy: Navigating Our Relationship with Money
Hank Smith is joined by Carly Meyer Bentley, CEO & Founder, The Freckled Strawberry, Inc., on this episode of Speaking of Quality to discuss entrepreneurship, the importance of financial literacy and how to navigate your relationship with money.
September 17, 2025

SPEAKER SERIES FOR WOMEN

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Educational programming to empower women in financial conversations and accelerate their professional and personal development.

SPEAKING OF QUALITY

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Our podcast features authors, business leaders, and wealth management experts who share stories from their careers, and insights on topics that impact financial wellness.