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Our insights

Smart thinking, commentary, and research that supports better wealth decisions.

video April 17, 2025

Sticky inflation and stubborn central banks

Part two: Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook in this two-part series.

video April 17, 2024

First-quarter 2024 market review with Jim Smigiel

Chief Investment Officer Jim Smigiel provides an overview of the global financial markets during the first quarter and our perspective on them.

Image of white arrow on blue background, and facing a crossroad about whether to go left or right as a metaphor for considering investment decisions
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April 9, 2024

Stocks rise on hopes that central banks will make the cut

Global equity markets garnered positive returns over the first quarter of 2024.

Green cubes in a row across a darker green background without any deviation represents predictability.
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April 3, 2024

SEI Forward: Starting points matter

James Smigiel, SEI's Chief Investment Officer, focuses on the new season in first quarter 2024 SEI Forward.

A series of wood blocks with arrows coming to a crossroads, representative of making financial decisions
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April 3, 2024

Correlation anxiety and the reality of diversification

In recent months, the correlation between stocks and bonds has been a controversial topic in the financial press

White thread connected by colorful pushpins create an ecosystem of ideas
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April 3, 2024

Global economic growth and near-term prospects: A mixed track record

Part one of our first quarter economic outlook from James R. Solloway, CFA, Chief Market Strategist and Senior Portfolio Manager.

A pile of blue light bulbs lie on a blue field, looking lifeless, but one bright yellow lightbulb is standing up.
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March 11, 2024

Stocks earn their way to a rally

February monthly market commentary.

video January 16, 2024

Fourth quarter economic outlook

Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Vivian Estadt, Client Service Director, present our economic outlook for 2024.

Group of white paper planes flying together and one yellow going a different direction, representing adaptability.
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January 11, 2024

Markets rally on hopes for “pivotal” moves by central banks

Fourth quarter market commentary.

Our team

Meet some the wealth experts that will help you achieve your goals.

Michael S. Farrell

Michael S. Farrell

Managing Director, SEI Private Wealth Management

Jeff Ladouceur

Jeff Ladouceur

Director, SEI Private Wealth Management

Steve B. Wittenberg

Steve B. Wittenberg

Director, Legacy Planning