As we look back on 2025, Tom, Salman, and Lori share their reflections on a year that turned out to be stronger than expected. In this short year‑end video, Tom provides an update on our integration with Purpose, Salman walks through market results and recent portfolio moves, and Lori highlights the real‑life decisions that you (our clients) made that helped keep their plans on track.

If you’re interested in what drove returns this year, how we’re positioned for 2026, or simply want a steady perspective on navigating uncertainty, we hope you enjoy the conversation.

And if you’re thinking about consolidating your investments, don’t forget we’re currently offering a 1% match on eligible asset transfers until May 31, 2026—a simple way to give your portfolio an immediate boost. Learn more here.