Small Stocks Lead Gains, Defying Rising Interest Rates

Last quarter, stocks gained 2.3% while bonds lost 3.5%, their steepest drop since 2022. Wising yields, $90 oil and record U.S. debt, many investors are bracing for trouble. In our Quarterly Market and Economic Report, CIO David Damiani, CFA explains why our model is telling us to stay invested — and what could change our view.

Drawing on his decades of experience guiding entrepreneurs, Robert Balentine shares practical habits for building a legacy that holds up across generations. In this Forbes article, he explains why the family businesses that last are often led by people who treat trust as part of what they will hand down.

In this Entrepreneur article, Mark Bell, Ph.D., explains how capital, people, earnings and succession are closely linked. He makes the case for examining all four areas early, while business owners still have time to strengthen the business on their own terms.