ETFs Continue to Pile in Gold

Published on September 12, 2025

Assets under management (AUM) by ETFs globally closed at another month-end peak and is now just 6 percent below the all-time high reached during the pandemic.

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Fixed Income Investing During Interest Rate Cycles

September 12, 2025
Markets now see more than an 80% chance of a rate cut from the Fed this month, and it may be a good time to reallocate short-term cash positions to medium-term fixed income positions with maturities between 5 and 10 years.

Don’t Be Scared of the ‘September Effect’

September 12, 2025
We’ve received many client questions about seasonality in stocks, and specifically about the ‘September Effect’. This is the theory that investors should sell their stocks after Labor Day to avoid autumn volatility.