MARKET INSIGHTS

The 3Q25 commentary is here! Jason shares a framework for staying disciplined in volatile markets and why sticking to your long-term plan remains key—even as trends like AI spark excitement.

CORE EQUITY COMMENTARY

3Q25 brought challenges, with portfolio returns lagging benchmarks—but Matt and the team highlight the thoughtful decisions behind holdings, sales, and new additions. A measured, long-term approach remains their focus.

FIXED INCOME COMMENTARY

Sentiment in fixed income can shift fast. Jesse Stumpf breaks down how policy uncertainty is impacting risk premiums, and why discipline, selectivity, and patience are key to navigating today’s bond markets.