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This material includes forward-looking statements. See end of this article for important disclosures. Past performance does not guarantee future results.Written by John M. Fidler, Chief Investment Officer(502) 259-2543 | John.Fidler@syb.comToo Far, Too Fast?Since quarter-end, a ceasefire/stalemate in the Middle East, combined with a very strong …

Written by John M. Fidler, Chief Investment Officer(502) 259-2543 | John.Fidler@syb.comIn our 4Q Outlook, we cautioned investors against the popular thinking that a supposed “AI bubble” was about to burst. However, we also discussed some near-term risks to the market that could create a tactical buying opportunity, which materialized (albeit in …

 by John M. FidlerChief Investment Officer | (502) 259-2543 | John.Fidler@syb.comQ3 2025 Review: Strong Like BullThe one-way rally in risk assets following April’s Liberation Day panic continued in the 3rd quarter, as all major asset classes posted gains. Resilient economic growth, the ongoing artificial intelligence (AI) platform shift (and …

This quarter, we’re excited to turn the Advisor Spotlight onto the dedicated team in our Indianapolis market, led by Regional Manager Mike Harris.Our advisors are the heart of our client relationships. They don’t just manage assets, they partner with your to turn your financial aspirations into reality. Read on to meet the talented professionals …

 In an era where nearly every transaction, account, and communication is digitized, the risk of fraud and identity theft have never been higher. From phishing emails and account takeovers to unauthorized wire transfers and data breaches, the threats are sophisticated, evolving—and alarmingly common.As financial planners, our role extends …