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CIO Insights Special Update: April 8, 2025
James St. Aubin discusses recent financial market volatility triggered by President Trump's hawkish tariff announcement.
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Q1 2026 Quarterly Market Perspective and Portfolio Update
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Q1 2026 gave investors a lot to absorb — geopolitical conflict, volatility, a Fed that's in no hurry to cut, and in our view, a fixed income opportunity that's finally hard to ignore. Join our investment team for a one-hour discussion that provides: portfolio perspective, market context, and advisor talking points.
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2025 Year End (Q4) Quarterly Webcast
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Our Chief Investment Officer, James St. Aubin, discusses Q4 market conditions and the outlook for 2026, including valuations, rates, inflation, and the role of AI.
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Building the Whole Family Relationship Webcast
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Bill Cates, Host of the Top Advisor Podcast, explores how advisors can use “generational diversity” to strengthen their relationships with client families.
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Q3 2025 Quarterly Webcast
Webcasts & Videos
CIO James St. Aubin shares insights on economic themes and market drivers shaping Q3—from interest rates and equity volatility to opportunities in fixed income.