Predictions make for great headlines, but they don’t always come to fruition. In this episode of the Trending Report, we reflect on how some of the big market predictions for 2024 worked out and talk about the importance of unemotional investing and focusing on trendlines over headlines.
More than 20 RIA firms signed with Members Trust Company in 2025 alone. The appeal for advisors keeps coming back to two things: credibility and service. President & CEO Ken Lako explains how the firm’s bifurcated trust model keeps advisors in the driver’s seat, why Members Trust Company remains one of the few firms actively embracing special needs trusts, and what two major technology overhauls signal about where the firm is headed.
Equity markets have staged a rapid and decisive recovery, retracing losses tied to the Iran conflict and reestablishing upward momentum.