Going, Going, GoneLuke Combs Like the changing of the seasons /Good things, they come and then they go The end of July brought Lollapalooza weekend to Chicago. A four-day music festival that welcomes bands with names such as Barry Can’t Swim, Zinadelphia, and Still...
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Market Commentary: July 2025 Recap
Going, Going, GoneLuke Combs Like the changing of the seasons /Good things, they come and then they go The end of July brought Lollapalooza weekend to Chicago. A four-day music festival that welcomes bands with names such as Barry Can’t Swim, Zinadelphia, and Still...
Market Commentary: July 2025 Recap
Going, Going, GoneLuke Combs Like the changing of the seasons /Good things, they come and then they go The end of July brought Lollapalooza weekend to Chicago. A four-day music festival that welcomes bands with names such as Barry Can’t Swim, Zinadelphia, and Still...
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[Video] Q2 2025 Economic and Market Commentary
Q2 2025 was shaped by the “Tariff Two-Step”—a swift policy reversal that triggered both a market drop and a quick recovery. Despite mid-quarter uncertainty, diversified investors saw strong gains by quarter’s end. On April 2, President Trump announced sweeping...
Market Commentary: Mid‑Year Market Check‑In
Good VibrationsBrian Wilson and Mike Love (1966) When Brian Wilson, the genius behind the music of the Beach Boys, passed away in June there were numerous retrospectives about his many talents, including his ability to create musical orchestrations that produced so...
June Market Commentary: Markets Search for Solid Ground
Is “Everything gonna be alright”?Everything’s Gonna be Alright- David Lee Murphy and Kenny Chesney (2018) It would be naïve to think that one month of rallying US stocks would mean that markets are back on track and there is nothing to worry about. Remember that to...
Market Commentary: Staying Steady Amid the Swings
“Oh my mama told me there'll be days like this...”- Days Like This by Van Morrison (1995) There is an old saying, “in like a lion, out like a lamb.” It is usually associated with the variability of spring time weather but in the case of April’s investment markets, it...
[Video] Q1 2025 Economic and Market Commentary
As we closed the first quarter of 2025, investors were met with a stark change in tone from the high-growth environment of the past two years. Rising volatility, shifting trade policies, and renewed concerns about recession created a market defined by uncertainty—and...
Tariffs, Turbulence, and the Power of Diversification
As expected, investment markets around the world responded to yesterday’s announcement by President Trump that new tariffs would be levied against all products imported into the US. The reactions across equity markets have largely been negative as investors and others...
Investment Research Team

Brian Collins
Chief Investment Officer

Daren Alcantar
VP, Investment Strategy & Analytics, Global Retirement Partners

Jay Sanford
Director – Investment Strategy

Cameron Cooke
EVP Investment Consulting

Christopher Wright-Madison
Sr. Analyst, Research Investment

Justin Fisk
Senior Vice President, Investment Services

Tom Phan
Vice President of Investment Strategy

Patrick Maynor
Equity Portfolio Manager

Eric Light
Director of Operations and Trading