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

    Trust, Quality, and the Psychology Behind What We Buy

    Hank Smith welcomes Dr. Americus Reed, the Whitney M. Young Jr. Professor of Marketing at the University of Pennsylvania's Wharton School, for a conversation about the intersection of marketing, brand identity and the economy.

  • Podcasts

    Global Perspectives: International Business and the Economy

  • 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.

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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.

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