Insights

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...

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

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...

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

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...

View Full Press Release December 19, 2024 Etico Financial, a leader in customized investment solutions, has announced a strategic...