Q1 2026 Review & Outlook…

2026 began on a steady footing, with stable growth and expectations for interest rate cuts. As the quarter progressed, policy and trade tensions emerged before geopolitical developments in the Middle East became the dominant market driver. While the starting point for inflation and interest rates is more supportive than in previous shocks, a prolonged disruption […]
Your Financial Planner Just Sold Their Business. Here’s What That Actually Means For You

You didn’t get a vote. You didn’t get a say. One day you open an envelope, or more likely an email, and find out that the person who knows your pension, your portfolio, your hopes for retirement, and probably a fair amount about your marriage has been acquired by a company you’ve never heard of, […]