Insights | Quartz Partners

Etico Appoints Mike O’Connor as CFO

Etico — Tue, 18 Nov 2025 20:48:12 GMT

A Commitment to Advisor-Centric Growth

As Etico enters its next phase of growth, we’re proud to announce the appointment of Mike O’Connor as Chief Financial Officer—a strategic milestone that reflects our commitment to scalable infrastructure, national expansion, and long-term advisor success.

Market Commentary | September 2025

Daniel Wildermuth — Tue, 02 Sep 2025 04:00:00 GMT

Market Commentary | August 2025

Daniel Wildermuth — Fri, 01 Aug 2025 04:00:00 GMT

Stocks Surge on Trade Deals and Growing Optimism

The S&P 500 continued to defy gravity in July, notching six record closes in the last eight trading days before a slight decline to end the month. Behind the market’s renewed energy is a string of high-stakes trade deals, steady earnings, and growing signs that the U.S. economic engine may be picking up speed.

Market Commentary | July 2025

Daniel Wildermuth — Tue, 01 Jul 2025 04:00:00 GMT

Scaling Smarter: How Quartz Investment Models Help Advisors Grow with Confidence

Kyle Webber — Mon, 23 Jun 2025 04:00:00 GMT

What if your investment models actually helped grow your firm?

Many advisors face a common tension: how to grow their business while also managing investment volatility, clients, and portfolios without burning out. Quartz was built to resolve that tension.

Market Commentary | June 2025

Daniel Wildermuth — Tue, 03 Jun 2025 04:00:00 GMT

Navigating Fed Policy Neutrality and the Next Supply Shock

Joe Arena, CIO — Sat, 17 May 2025 04:00:00 GMT

This week, Federal Reserve Chair Jerome Powell warned that the U.S. may be entering a period of more frequent and persistent supply shocks—a difficult challenge for both markets and policymakers. It’s a notable shift in tone and a cue for advisors to keep both inflation risk and economic growth outlooks in view.

Market Volatility, Tariffs, and the Road Ahead: What Financial Advisors Need to Know This Week

Joe Arena, CIO — Thu, 08 May 2025 04:00:00 GMT

The markets surged last week—but it wasn’t all good news. Trade tensions, volatile guidance from Washington, and weakening GDP have created a murky macroeconomic outlook. Here’s what independent financial advisors should watch closely—and how we’re helping firms position portfolios to adapt.

Why This Market Rally Feels Riskier Than It Looks

Quartz Partners — Tue, 06 May 2025 04:00:00 GMT

Disconnect Between Strong Performance and Rising Portfolio Risk

Equity markets have delivered impressive returns for much of 2024 and into 2025. The S&P 500 is flirting with record highs, the Nasdaq has been buoyed by investor enthusiasm around technology and AI, and investor sentiment remains strong. But beneath this surface-level momentum, risks are building-and they're easier to overlook when the market seems unstoppable.

Market Commentary | May 2025

Daniel Wildermuth — Thu, 01 May 2025 04:00:00 GMT