Our Chairman and CEO, Joseph Rizzello, was featured in Advisor Perspectives with his article, “The Real Benchmark Isn’t the S&P 500. It’s Your Client’s Plan,” where he discusses how clients should measure the success of their investment portfolios.

While it’s natural to compare an investment portfolio to a familiar benchmark, Rizzello emphasizes the importance of choosing that benchmark thoughtfully before drawing conclusions. Although the S&P 500 is widely recognized and can be a helpful point of reference, it should not serve as the primary measure of success. Instead, the most meaningful benchmark is one that aligns with the specific goals and needs of a client’s personalized plan.

Our Senior Portfolio Manager, Lee Grout, discusses how the key to successful investing requires aligning decisions with true risk tolerance and staying disciplined through market shifts in his Advisor Perspectives‘ article “Managing Emotions is Key to Successful Outcomes”.

In this article, Lee breaks down some obstacles a client can face in investing and how an advisor can help navigate these difficult situations. The key challenges Lee addresses are struggling to assess a client’s true risk tolerance, lack of understanding when it comes to diversification, and keeping emotions under control during challenging times.

Our Senior Fixed Income Portfolio Manager, Kim Olsan, discusses the current state of the municipal bond market as well as potential investment strategies to navigate these times in her Investment News article A ‘just right’ moment for munis.

In this article, Kim shares her thoughts on how investors can maximize current opportunities in the municipal bond market. With favorable intermediate-term yields due to heavier supply conditions, it can be a “just right” moment for muni investors.

Our Senior Portfolio Manager, Lee Grout, was recently featured in Kiplinger with his article ‘Doing Something’ Because of Volatility Can Hurt You: Portfolio Manager Recommends Doing This Instead.

Lee discusses common reactions to volatility, many of which ultimately harm investors, and suggests an alternative approach. Under the headline: An adviser is there to keep you on track, he highlights the value advisors can bring in times of volatility.

Our Senior Fixed Income Portfolio Manager, Kim Olsan, recently spoke with Steve Garmhausen at Barron’s. She discusses current market dynamics and details why the bond market is full of opportunity.

With yields still above the 25-year average, our team is leaning into effective, long-term strategies.

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As human beings, our hopes and fears, not facts, can sometimes steer us when making investment decisions. Sadly, often in the wrong direction. If you want to learn how to beat investor panic, our President and Head of Portfolio Management, Ryan Kirk, CFA, offers a tactical guide in his latest piece for Kiplinger.

Market swings can trigger emotional reactions, even for seasoned investors.

In this recent Wealth Solutions Report article, our President and Head of Portfolio Management, Ryan Kirk, CFA, shares how advisors can stay grounded during periods of volatility and why it’s so important to be the calm voice clients count on when headlines are alarming.

Direct indexing can offer investors greater flexibility and control over their portfolios. For advisors, it can be a tool that can ease their clients into strategies that may line up more closely with their actual financial goals. In his latest piece with Advisor Perspectives, our Chairman and CEO, Joseph S. Rizzello, addresses the power of direct indexing