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Insights


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.
Jun 23, 2025


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, 2025


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, 2025


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, 2025


Why This Market Rally Feels Riskier Than It Looks
Markets are reaching new highs—but that doesn’t mean risk is off the table.
In this post, we explore why today’s optimism may be overlooking key vulnerabilities in the economic outlook and how advisors can stay grounded in data-driven strategy.
May 6, 2025


Market Commentary | May 2025
Market Turbulence: Not Much Change U.S. financial markets experienced tremendous volatility in April 2025, driven by President Trump's...
May 1, 2025
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