Improving Tax Management and Client Outcomes

The Missing Middle

After years of large-cap leadership, Small-Mid Cap (SMID) is back in focus. The strategic case for an allocation to SMID, however, is broader than this year's performance.

V-Square // Sep 10, 2026

Bonds Sell Off Across the Globe

This week, rising tensions in the Middle East and growing concerns over inflation and fiscal deficits drove a broad selloff in global bonds. This global bond selloff reflects a combination of factors.

V-Square // Sep 3, 2026

Mamadou-Abou Sarr for Kiplinger: Why Diversification Isn't as Simple as 60/40 Anymore (and What You Can Do Instead)

V-Square // Sep 2, 2026