Stay informed with timely, insightful market commentary from the seasoned professionals on our investment team. In each video, Clayton Allison, Portfolio Manager, and Will McGough, Deputy Chief Investment Officer, break down complex market trends and economic events—offering actionable insights to help you make more confident, informed investment decisions. Whether you’re navigating volatility or identifying long-term opportunities, these videos are designed to deliver clarity, context, and strategic perspective. Explore our full library of market updates below.
All That Glitters: Why Investors Can’t Quit Gold
For the first time ever, gold has surged past the $5,000-per-ounce mark, drawing attention from investors everywhere. In this week’s video, Clayton Allison, Portfolio Manager, joins Terra McBride, Chief Marketing Officer, to break down what’s really driving gold’s rise and why it matters. They explore who’s fueling demand, how gold fits into modern portfolios, and why this centuries-old asset still plays a role in today’s AI-powered, digital-first markets. Most importantly, they unpack what this moment could mean for investors trying to navigate uncertainty with clarity and confidence.
What Geopolitical Tensions Mean for Oil Prices and Your Portfolio
Big global decisions are quietly moving markets. From U.S. involvement in Venezuela to renewed focus on the Arctic, shifts in energy, resources, and influence are creating ripple effects investors can’t ignore.
In this week’s video, we explore how geopolitics translates into market movement, what it means for oil, commodities, and equities, and whether today’s headlines signal short-term volatility or longer-term change. Our investment team has prepared a special video featuring Clayton Allison, Portfolio Manager, and Will McGough, Deputy Chief Investment Officer, breaking down what’s happening and what it could mean for your portfolio.
Is a Santa Rally Coming? 2025 Market Signals Revealed
This week’s focus is on the Santa rally, the year-end market trend that always sparks questions as the holidays roll in. With 2025 wrapping up, many investors are wondering: Is there enough momentum and macro support for a Santa rally, or is a quieter finish more likely?
In this week’s video, Chief Marketing Officer Terra McBride sits down with Portfolio Manager Clayton Allison and Deputy Chief Investment Officer Will McGough to break down what’s really driving markets into year-end. They walk through the signals that matter most, how to separate seasonal hype from genuine momentum, and what a late-year move could mean from a portfolio-construction standpoint.
Your Money in a Historic Shutdown
November 6, 2025
A Weaker Dollar: What Does it Mean for Portfolios?
October 23, 2025
The 401(k) Debate: Why Private Investments Could Change Retirement Saving
October 16, 2025
Saudi Money Meets Madden – What the EA Takeover Means for Investors
October 1, 2025
Shutdown Showdown: How Markets, Rates, and Confidence Could Shift
September 24, 2025
How Women Can Still Win The Wealth Game
September 18, 2025
Forget the Headlines – Here’s What Can Help You Build Wealth
September 11, 2025
Don’t Panic! What the Pros Say About Tariffs, Tech & Market Volatility
September 4, 2025
Generating Portfolio Income in a Rising Rate Environment
August 13, 2025
Cruise Control or First-Class Captain? How Your Portfolio’s Really Managed
August 6, 2025
Wall Street Wants In: Are Alts the Future of 401(k)s?
July 23, 2025
iConcerned? Apple’s AI Struggles & What Comes Next
July 16, 2025
Crypto Without the Chaos
July 9, 2025
A Tale of Two Quarters
July 2, 2025
Shockwaves in the Strait: Oil, Iran and the Market Reflex
June 25, 2025
Tariffs, Trade & the Fed: What’s Really Driving Inflation Now?
June 18, 2025
Is This 2001 & 2022 All Over Again Or Just Market Déja Vu?
June 5, 2025
Do you really want dividend stocks & growth stocks in your portfolio?
May 22, 2025
Tariffs, Trade & the Fed: What’s Really Driving Inflation Now?
June 25, 2025
Is This 2001 & 2022 All Over Again Or Just Market Déja Vu?
June 5, 2025
Do you really want dividend stocks & growth stocks in your portfolio?
May 22, 2025
Buffered ETFs Are Having a Moment
May 14, 2025
Crude Moves: Why OPEC’s Production Bump Matters Now
May 7, 2025
How Headlines are Shaping Market Movements
May 1, 2025
The Fed’s Independence
April 25, 2025
From Panic to Plan: Real Talk on Tariffs, Tech, and What’s Next
April 9, 2025
Futures Plunge After Liberation Day Tariffs
April 3, 2025
Market Volatility: What’s Driving it and How to Respond
March 13, 2025
Is the Tech Bubble About to Burst? What Investors Need to Know
March 4, 2025
Trade Tensions & Market Shifts: What Trump’s Tariffs Mean for You
February 6, 2025

