Insights
Periodic insights from our Investment and Private Client Teams on a broad range of investment and advice-related topics
Featured Insights
Episode 51 – 2025 Market Crosscurrents and the Outlook for 2026 (February 2026)
Despite a strong finish for equity markets in 2025, investors navigated a series of disruptive themes throughout the year, from DeepSeek-driven volatility early on to tariffs, geopolitical conflicts, and U.S. political risk. Sarah Bull and Andrew Csumrik review the forces that shaped markets in 2025 and considers the outlook for 2026.
Women & Wealth – Protecting Your Legacy from “Lasagna Ladies”
Sarah Bull speaks with estate lawyer Lori Duffy about the so-called “Lasagna Ladies,” using this lighthearted phrase to explore how thoughtful estate planning can safeguard your assets, preserve your values, and protect your legacy.
