Spotlight

10/07/2025

The RIA launched in September on the Dynasty Financial Network platform with Dynasty The RIA launched in September on the Dynasty Financial Network platform with Dynasty as a minority investor and Charles Schwab as its custodian.

10/06/2025

Gift Includes Employee Contributions and Reflects a Personal Connection to the Hospital. OpenArc Corporate Advisory today announced the first major contribution from its newly established charitable arm, the OpenArc Foundation. The foundation donated $100,000 to St. Jude Children’s Research Hospital, with an additional $6,360 contributed by OpenArc team members, bringing the total donation to $106,360

09/30/2025

The $129B OpenArc breakaway marks a watershed moment for wealth management. In this Rapid Reaction episode, Louis Diamond and Shirl Penney unpack what it means for the RIA model, advisors, and the future of industry competition.

10/20/2025

CIO SNAPSHOT We maintain a tactical risk-on stance in our asset allocation, reflecting our confidence in the current market’s return potential.  We remain overweight equities, and recently increased exposure to U.S. markets funded from International Developed, as we believe robust U.S. earnings growth continues to underpin domestic equity performance.  Within equities, we are responsibly bullish on the AI supercycle, with targeted allocations to technology and power infrastructu

10/16/2025

Navigating the AI Supercycle – Strong Tailwinds, Thinner Air 4Q 2025 DOWNLOAD THE REPORT MARKET STANDOUTS AND LAGGARDS Source: YCharts, as of 9/30/25 THE OPENARC MARKET OUTLOOK 3Q Setup: 4 prices (USD, oil, rates, credit spreads) all being pressed lower with the administration guiding constructively thus far Don’t Fight the Fed Trump Market rally led by Semis, AI, and Power, bolstered by administration support AI momentum – AI capex helped drive th

10/13/2025

Weekly Market Recap Summary Markets stumbled Friday after a relatively quiet week, jolted by a tariff-related statement from the Trump administration. All three major indices ended the week down nearly 2.5%, with most sectors closing between 1.5% and 3% lower. Utilities were the standout, posting solid gains, while Consumer Staples managed a modest advance. A mix of factors, including the ongoing government shutdown, worsening US-China trade dynamics, and a shaky global fiscal backdrop, c