Short, visual market breakdowns — the week’s moves and money flows, decoded at a glance and ready to share with clients.
Watch now →A plain-language read on what’s moving the markets, what it means for portfolios, and what to tell clients who are asking.
Read the latest →The forces reshaping wealth management — from fee models and technology to how advisors grow. Analysis to help you stay a step ahead.
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Browse the library →Meridith on the Markets
July Was Deceptively Calm
The S&P 500 ended July exactly where it started. Flat. After geopolitical shocks, a Fed non-decision that somehow rattled more than it reassured, and a late-month rally that arrived fashionably late — zero net movement. And yet, underneath that deceptively calm…
Same Story, Next Chapter
The first half of 2026 delivered a familiar cast of characters—AI excitement, interest rate…
Industry Trends
What Reports Should an OCIO Provide? A Practical Guide for Investment Committees
If your organization has hired an outsourced chief investment officer (OCIO), you should expect more than a quarterly performance report. An OCIO is there to help you make better investment decisions. That means the reporting should do more than tell you whether the…
How Professional OCIOs Build Model Portfolios
What goes into a professional OCIO model portfolio? More than picking a collection of investments…
Questions to Ask Before Hiring an OCIO
If you are considering an outsourced chief investment officer (OCIO), the most important question…
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