The Limitations of Using AI as a “Free” Portfolio Tool

Generative AI platforms such as ChatGPT, Anthropic, and others have quickly become popular tools for brainstorming ideas, summarizing information, and assisting with research. Naturally, some financial professionals have begun exploring whether these tools can also be used for portfolio construction...

By Justin Lowry

March 2026 Market Recap: Geopolitics, Inflation, and the Return of Macro Risk

March was a reminder that markets don’t move in a vacuum. After a relatively stable start to the year, equities pulled back meaningfully as geopolitical tensions escalated and macro uncertainty re-entered the picture in a very real way. Market Overview • The S&P 500 declined approximately -4.35% du...

By Justin Lowry

February Market Recap: Inflation, Tariffs, and the Return of Geopolitical Risk

Following a strong start to the year in January, markets encountered a bit more volatility in February. The S&P 500 declined approximately -0.76% (returns per Bloomberg), while fixed income provided ballast with the Bloomberg U.S. Aggregate Index finishing the month up 1.64% (returns per Bloomberg)....

By Justin Lowry

Strong Start but Uncertainty Looms

January delivered a solid start to the year for financial markets. Equities posted gains, economic data remained resilient, and enthusiasm around artificial intelligence continued to support key growth sectors. At the same time, outlook for leadership at the Federal Reserve, renewed geopolitical ten...

By Justin Lowry

December Market Recap: Flat Returns, Strong Year, and Why Scenario Planning Matters

December was a fitting finish to a year that tested investor patience, challenged assumptions, and ultimately rewarded discipline. While the final month of 2025 delivered muted returns, the broader year reinforced an important theme: macro outcomes like inflation, growth, and Fed policy are driving ...

By Justin Lowry

Wealth Management 2026 Market Outlook

By Artha