Living Up to Lofty Expectations

Published on October 16, 2025

This Packers season has parallels to today’s financial markets. The Artificial Intelligence (AI) boom has propelled markets higher for the past 3 years. The S&P 500 is up just shy of 15% through 9/30/25, following 20%+ years in 2023 and 2024.

Continue reading on website
Other news

Aboon, a TPA Designed for Advisors, Raises $17.5M in Seed Funding

October 16, 2025
Backed by lead investor Bain Capital, the funding will go toward further automation development and product expansion.

Finally on the Scoreboard: What It Means

October 16, 2025
As our title suggests, September saw positive performance in fixed income markets but a great and overdue catch-up for municipal bonds.