Insights

Mar 4

Market Volatility, Tech Sell-Offs, and Trade Policy: What Financial Advisors Need to Know

Market volatility, tech sell-offs, and new tariffs—what financial advisors need to know to stay ahead.

Mar 4

Markets Cautious as Trump Implements His Agenda For February, the S&P 500 closed down nearly 2%, though it remains up over 1% for the...

Feb 20

Market Outlook 2025: What’s ahead for financial advisors? Get key insights on Fed policy, AI, and market risks. Download the report now.

Feb 4

Markets Surge to Start 2025 The U.S. financial markets began 2025 impressively with the S&P 500 up 3.4%, the Nasdaq over 1.2%, and the...

Jan 29

Quartz Partners Investment Management’s weekly email update summarizing key data and highlights from the market week. View this week's...

Jan 6

A Stellar 2024 and Optimism for 2025 The S&P 500 closed out 2024 with impressive gains of over 23%, while the Nasdaq, heavily weighted...