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January 20, 2026

Major Trend Index 1/20/2025

The Major Trend Index stayed at High Neutral for the ...

January 14, 2026

Stock Effects + Volatility Effects: Dual Drivers of Growth

Richard Yasenchak, CFA, CFP®, Senior Managing ...

January 14, 2026

Why Factors Aren’t the Whole Story in Core Equity

Richard Yasenchak, CFA, CFP®, Senior Managing ...

January 13, 2026

Structure Over Stories: Why One RIA Chose a Different Core

Richard Yasenchak, CFA, CFP®, Senior Managing ...

January 12, 2026

Major Trend Index 1/12/2025

The first full week of 2026 featured another upgrade ...

January 12, 2026

Breaking the Core Equity Barbell

Richard Yasenchak, CFA, CFP®, Senior Managing ...

January 6, 2026

Major Trend Index 1/05/2026

The Major Trend Index ended the week of January 2nd at ...

December 15, 2025

Major Trend Index 12/15/2025

The Major Trend Index continued on at a High Neutral ...

December 2, 2025

Major Trend Index 12/2/2025

The Major Trend Index flipped back to High Neutral for ...

November 19, 2025

Special Situations- A Favorable Backdrop for European Event-Driven Credit

The summer lull in European financial markets didn’t ...