INSIGHTS Staying current and informed. SHOW Most Recent Market Outlook Tandem Q & Amy Manager Perspective Media Market Outlook Fourth Quarter 2025 January 12, 2026 Manager Perspective Nationalism in Cycles: What Actually Moves Markets December 22, 2025 Manager Perspective Are Markets Logical? Why Investing Still Makes Sense December 15, 2025 Manager Perspective Why You Shouldn’t Compare Your Portfolio to Warren Buffett’s November 6, 2025 Manager Perspective AI Investing: Hype or Real Progress? October 17, 2025 Manager Perspective Increasing Allocation to Emerging Markets October 10, 2025 Market Outlook Third Quarter 2025 October 9, 2025 Q & Amy Edition 18 September 19, 2025 Manager Perspective US Outlook—Resilient Fundamentals Amid Crosscurrents August 20, 2025 Q & Amy Edition 17 July 28, 2025 Market Outlook Second Quarter 2025 July 11, 2025 Manager Perspective It’s Not What You Save, It’s What You Spend May 22, 2025