Tune in for a detailed discussion with Trey Booth as he delves into the details behind the rise in US debt, as well as the strength of Corporate America’s Balance Sheet and the US Treasury.   Trey Boo

Join the Portfolio Team in this weeks vlog as they delve into a discussion on inflation and April seasonality, shedding light on how these factors could potentially influence the markets as we head i

Dive into the topic of market volatility with our Portfolio Team in this weeks episode. Gain insights into what the Portfolio Team looks at during market reactions and how they identify signs of a pe

Stay ahead of the game this tax season with our latest educational episode featuring Adam Vansant, SVP of Operations and Advisory Services, and Sonja McGittigan, Operations Specialist. Gain valuable i

Join us in this episode as the Portfolio Team delves into the intricacies of debt, GDP, earnings, and other crucial economic indicators. Gain valuable insights into how this data shapes the future of

Join Trey Booth and Greg Powell in this engaging episode where they delve into the future of interest rates and other market-moving topics such as the US Treasury, debt, and more. Gain valuable insigh

Dive into the latest insights on the US commercial real estate market as Ashley Page sheds light on the significant 20% vacancy rate. Discover the underlying reasons for these vacancies and gain a dee

The Portfolio Team invites you to join them for an insightful discussion on the inverted yield curve, which has historically led to recessions, as well as other important topics such as record product

In this episode, Ty Miller provides a comprehensive overview of stock splits and reverse stock splits. He delves into the reasons why companies choose to do these splits and how they can impact invest

Join the Portfolio Team as they discuss inflation, the consumer, and other factors impacting markets currently and what to expect moving forward. Watch the video to hear what they have to say. Tre