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.
Your Money in a Historic Shutdown
While shutdowns can feel like political theater, they have very real implications. This one is now the longest in U.S. history, impacting paychecks, business operations, and investor sentiment. When the government stalls, economic ripples follow.
In this week’s video, Deputy CIO Will McGough, and Portfolio Manager Clayton Allison break down the broader financial impact of the shutdown, how it affects families and businesses, why markets are reacting the way they are, and what investors should keep in mind moving forward.
A Weaker Dollar: What Does it Mean for Portfolios?
The U.S. dollar just experienced its steepest drop in over 50 years, ending a 15-year bull run. A weaker dollar changes the cost of goods, travel, and even where global investors put their money. The real question: what does it mean for your portfolio?
The 401(k) Debate: Why Private Investments Could Change Retirement Saving
If you contribute to a 401(k), you may soon hear new terms like private equity, private credit, or private infrastructure in your plan lineup. These are part of the “private markets,” and they’ve traditionally been reserved for ultra-wealthy investors. Now, thanks to policy and product innovation, there’s a national debate about whether these investments should be included in retirement plans.
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
