The McMurtrey Financial Group

insights

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

Recognizing organizations that lead the way in serving underrepresented individuals and communities.