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Market Update
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Market Context Video: Iran War Impacts
Summary, Last Quarter: Markets began the year with a noticeable shift in leadership—away from the “Magnificent 7” mega-cap stocks and toward the broader market, often referred to as “the other 493” companies in the S&P 500. Value stocks and small- to mid-sized companies participated more meaningfully, signaling improved market breadth. AI-related sectors continued to drive …
Featured Article
insight
When Every Second Counts: Lessons from Emergency Physicians’ Wealth Planning
Emergency room doctors face a unique kind of pressure. Their days are unpredictable, their schedules are demanding, and their careers are often marked by long hours and high stress. That reality doesn’t stop at the hospital doors—it extends to their finances, where irregular income streams, complex tax situations, and little free time make managing wealth …