To evaluate is human; to document the process, divine.

Voya’s 529 plans provide tax advantages, diverse investment options, and adaptive strategies to help families maximize their college savings and prepare for future education expenses.

At Jackson Hole last week, Fed Chair Jerome Powell hinted the Fed could cut rates in September, but emphasized decisions will remain data-dependent and insulated from political pressure. Let’s look at what that might mean for your portfolio.

U.S. equities and bonds were mostly higher as the market expects a September rate cut.

Amid speculation that economic data might become politicized, one thing hasn’t changed: it still demands context, perspective, and a long-term view beyond the next headline.

Faced with hundreds of potential deals spanning vintages, structures and strategies, how do we narrow the field? We look for opportunities where we can leverage our strong GP relationships to gain insight into high-quality assets, seeking sales processes with favorable competitive dynamics.

The Nikkei 225—Japan’s version of the S&P 500—is near an all-time high. Yet we think Japan is still a good source of opportunities.

High starting yields should continue to provide a buffer against potential turmoil, and episodic bouts of volatility should present attractive opportunities.

Highlights from the week of August 8 – August 14, 2025.

U.S. equities closed the week higher, led by health care and consumer discretionary. Consumer staples and utilities lagged. Small caps beat large caps.