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Facts Vs Feelings Take 5 – Midyear Market Outlook 2025

We’ve hit the halfway mark of 2025—and what a ride it’s been. From economic uncertainty to market resilience, the latest Take 5, featuring Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, breaks down where we are so far in 2025 and where we might be hea …

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Customizing Your Investment Portfolio: The Role of Bespoke Solutions

Buying a suit off the rack and wearing it “as is” can work. Buying a suit off the rack and tailoring it will likely give you a better fit and overall look. But there is nothing like a bespoke suit made just for you by a professional tailor. You can get the best fit possible …

Facts Vs Feelings Take 5 – Why the Surprise Summer Rally Can Continue

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the unexpected strength in stocks during May and June, why the economy has outperformed expectations, and what could keep momentum going in the second half of the year. From …

Crisis Management Financial Planning: Preparing for Unexpected Events

What Is Financial Planning and Why Does It Matter in a Crisis? Financial planning begins with a thorough analysis of your short- and long-term financial situation, including all sources of income, your current spending patterns and debt, and your plans for the future. Then it guides how to …

Facts Vs Feelings Take 5 – Back to Your Regularly Scheduled Bull Market

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the remarkable turnaround in markets over the past 10 weeks, with the S&P 500 nearly reaching an all-time high despite previous worries around inflation, tariffs, and geo …

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