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Insights
Market Commentary | August 2025
Stocks Surge on Trade Deals and Growing Optimism The S&P 500 continued to defy gravity in July, notching six record closes in the last...
Aug 1
Market Commentary | July 2025
Market Sets New Highs as Tariff Fears Ease U.S. stocks closed the second quarter on a strong note. The S&P 500 and Nasdaq Composite set...
Jul 1
Scaling Smarter: How Quartz Investment Models Help Advisors Grow with Confidence
Discover how Quartz’s adaptive investment models help advisors mitigate risk, improve client outcomes, and scale their practices—without adding complexity.Â
Jun 23
Market Commentary | June 2025
Markets Rebound as Trade Tensions Ease Investor sentiment took a decisive turn for the better in May, as easing trade tensions and...
Jun 3
Navigating Fed Neutral Policy and the Risk of Recurring Supply Shocks
Markets were mixed last week as the Fed held rates steady and Jerome Powell warned of more frequent supply shocks ahead. Our latest commentary breaks down what this means for monetary policy, equity sectors, earnings resilience, and fixed income positioning.
May 17
Market Volatility, Tariffs, and the Road Ahead: What Financial Advisors Need to Know This Week
The markets surged last week—but it wasn’t all good news. Trade tensions, volatile guidance from Washington, and weakening GDP have created a murky macroeconomic outlook. Here’s what independent financial advisors should watch closely.
May 8
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