“This was an encouraging quarter as the company started to show off why the asset cap limitation was holding them back”

by Marketing | Oct 15, 2025 | Market Notes, Media Notes

Wells Fargo tops profit estimates, raises return target after asset cap lifted

“Now that Microsoft’s disclosing that number (revenue figure), it’s really just helping justify the huge investments”

by Marketing | Jul 31, 2025 | Market Notes, Media Notes

Microsoft to spend record $30 billion this quarter as AI investments pay off

“The earnings report is positive for Lilly because it shows the competitive edge it has again Wegovy”

by Marketing | Jul 30, 2025 | Market Notes, Media Notes

 Lilly set for strong quarter after Novo profit warning

Durability in Divergence = Success

by JD Gardner | May 5, 2025 | Market Updates

No matter your time horizon, higher ending values of an investment portfolio are a good thing. That’s usually the goal. Invested wealth grows through time. It’s our job to help deliver solutions that recognize risk tolerance/capacity constraints and provide a return...

Navigating Retirement: Balancing Drawdown and Longevity

by Brian Jacobs | Apr 3, 2024 | Blog, Investment Concepts

Retirement planning is a critical aspect of financial management, and understanding how to manage savings can make a significant difference in financial stability during your clients’ golden years.   The Path-Dependent Nature of Longevity Risk   Longevity...