Mid-Year 2025 Market Outlook

Mid-Year 2025 Market Outlook

You can watch the entire 70-minute event by clicking the play button below, read the transcript here, or keep reading for the executive summary. This client event focuses on our mid-year financial market outlook.  Our intention is to keep you informed and answer any...
Mid-Year 2025 Market Outlook

Mid-Year 2025 Market Outlook Transcript

Joe Turner: Thank you, Pamela. I have been assigned by the team for today’s presentation to talk about the origin story of Pring Turner: how we got started, what our process is, and how we make portfolio decisions. I’ve got 10 to 12 minutes to cover what’s...
Navigating Volatility in 2025

Navigating Volatility in 2025

You can watch the entire 5+ minute video by clicking the play button below or keep reading for the executive summary. As we move into March, market volatility has taken center stage, raising questions and concerns among investors. Recent fluctuations have been driven...
Unstoppa-Bull!

Unstoppa-Bull!

The stock market maintained its dynamic upward momentum this past quarter, and many client portfolios benefited—though results vary based on individual investment circumstances. Stock prices continued to power higher, despite concerns over ongoing global conflicts,...