News and commentory VIEW MORE + Roanoke Connections 1Q 2026 | Cary Street Partners Approaching the end of the first quarter of 2026 as we write, the optimism that carried us through much of 2025 has been tempered by a resurgence of geopolitical risk and a recalibration of interest rate expectations. The major indices have reflected this "push and pull" environment. VIEW MORE + A Rocky Quarter Masks a Resilient Foundation | Cary Street Partners A volatile first quarter, driven by geopolitical tensions and rising oil prices, obscured a fundamentally stable economy and increasingly resilient, well... VIEW MORE + Understanding Trump Accounts: What Early Investing Could Mean for the Next Generation | Cary Street Partners Researching investment options for your child? Learn more how you may benefit from investing in a Wealth Wisdom Trump Account. VIEW MORE + February Delivered an Equity Market Rotation, Moderating Growth, and Rising Geopolitical Tensions | Cary Street Partners Markets paused in February, with stock market volatility driven by trade policy developments, artificial intelligence (AI) valuation concerns, and rising... VIEW MORE + Market Developments: Navigating The Iran Conflict | Cary Street Partners On February 28th, the United States and Israel launched coordinated military strikes against Iran, targeting military infrastructure, nuclear facilities, and senior leadership. Iran has responded with waves of missile and drone attacks targeting military installations, Gulf energy infrastructure, and Israeli territory. The conflict has since expanded to include activity in Lebanon, widespread airspace closures across the Gulf, and significant disruption to global civilian air travel. VIEW MORE + Financial Planning in the Age of AI | Cary Street Partners While AI can provide general information, it currently lacks the level of strategic insight, personalized judgment, and fiduciary care that experienced human... VIEW MORE + January Delivered Steady Fundamentals and Broadening Market Leadership | Cary Street Partners January’s market gains were driven by strengthening fundamentals and a broadening of leadership beyond mega-cap tech, underscoring the importance of staying... VIEW MORE + Beyond Resolutions: Creating a Financial Roadmap for Your Future | Cary Street Partners While many people make New Year’s resolutions, financial goals often get overlooked. Setting intentional financial goals is like creating a roadmap to align your financial strategy with what matters most in your life VIEW MORE + Strong Markets and Higher Expectations Require Discipline in 2026 | Cary Street Partners After a year of strong but uneven returns, 2026 calls for disciplined, diversified investing as markets normalize, expectations rise, and long-term perspective becomes increasingly critical. VIEW MORE + Roanoke Connections 4Q 2025 | Cary Street Partners As we look back on 2025, it's a fitting time to reflect on a year that defied many skeptics' expectations. VIEW MORE + Volatility Rises as the AI Trade Matures and the Fed Weighs Delayed Data | Cary Street Partners U.S. equities experienced elevated volatility in November, but posted their seventh consecutive month of gains, with the S&P 500 rising 0.2%. Large-cap growth stocks declined 1.8% on AI-related weakness, while large-cap value rose 2.7% VIEW MORE + Roanoke Connections 3Q 2025 | Cary Street Partners Market action so far this year has provided investors with a classic example of how financial markets can tune out the noise and listen to the things that matter. Amid the non-stop barrage of pronouncements and policy changes from the White House on everything from tariffs and Federal Reserve policy to company logos and Tylenol, it has been hard to keep up and easy to feel uncertain about what is going on. VIEW MORE + Markets Reach Record Highs Again Despite Uncertainty | Cary Street Partners U.S. equity markets reached new all-time highs in October, marking six consecutive months of gains despite continued government gridlock and renewed trade... VIEW MORE + Stock Market Strength Continues, Along with Optimism for a Soft Landing | Cary Street Partners U.S. equity markets continued to deliver strong performance, propelled by solid second-quarter momentum and further fueled by strong corporate earnings, an... VIEW MORE + Life Insurance Planning: Term, Permanent, and Long-Term Care Solutions | Cary Street Partners Life insurance isn’t just about protection—it’s a powerful financial planning tool that can provide income replacement, estate liquidity, business continuity... VIEW MORE + Barron’s Names Cary Street Partners to 2025 Top 100 RIA Firms in the United States | Cary Street Partners Cary Street Partners has been named to Barron’s 2025 Top 100 RIA Firms. This year marks the sixth consecutive year the firm has been included on the list. VIEW MORE + Earnings Powered August Market Gains, as Fed Signals Likely Rate Cut | Cary Street Partners Strong earnings and hopes for a Fed rate cut fueled August’s market rally, pushing stocks to new highs amid easing investor concerns. VIEW MORE + Stocks Drift to New Highs Amid Low Volatility | Cary Street Partners Markets climbed to new highs in July, but calm conditions may not last as economic data and global policy shifts stir under the surface. VIEW MORE + Cary Street Partners Recognized as Virginia’s Fastest Growing RIA in CityWire’s 50 Growers Across America 2025 | Cary Street Partners In this special report, CityWire lists and briefly chronicles the RIAs that have grown the fastest in each of the 50 states. Originally founded as an... VIEW MORE + Financial Advisor Magazine Recognizes Cary Street Partners in 2025 RIA Ranking | Cary Street Partners Cary Street Partners is proud to once again be recognized in Financial Advisor Magazine’s 2025 Top RIAs ranking in the $1 billion and over category.
