Participants want caregiver planning support, but many lack confidence in key financial decisions. Advisors can help fill the gap.

Jim Lydotes flips the timer on a retail energy deal, thinner consumer cushions, and how index rebalancing shows why investors should look beneath the market surface.

Jim Lydotes flips the timer on our Grassroots Research on data centers, healthcare companies reinvesting AI dividends, and the breakdown in common value metrics.

Jim Lydotes breaks down three market signals: a shift in enterprise AI spending, energy reshoring after Iran tensions, and a potential catalyst for housing.

Jim Lydotes flips the timer on 1) packaging companies’ pricing power, 2) consolidation in utilities, 3) Voya’s Grassroots Research on college recruitment in the AI era.

Jim Lydotes flips the timer on 1) small cap capex, 2) Voya’s Grassroots Research® on cyber spending, 3) an interesting setup for specialty chemicals.

Stars are driven by significance. They want to feel seen, valued, and recognized for who they are and the impact they make.

Jim Lydotes covers: 1) how health care is stabilizing, 2) why used cars could be an inflation indicator, and 3) why AI spending could crowd out hiring.

Maine may pause large data centers as AI strains power grids, housing reform gains steam, and markets may be overlooking true AI adopters.

Most portfolios are more U.S.-heavy than investors realize. International small cap is one of the most overlooked gaps—and conditions for closing it are improving.