Weekly Strategy Perspectives: After the (Epic) Storm

When the U.S. and Israel launched joint military operations against Iran last Saturday, traders initially showed remarkable restraint. That changed as the week wore on, however, and hostilities intensified rather than resolved....

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Beyond the Portfolio Podcast: Assessing the Market Impact of the Middle East Crisis

They discuss the rapidly escalating conflict in the Middle East, its impact on the global economy, and what investors should be watching across macro conditions, energy markets, and portfolio positioning....

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Special Market Update: Iran Update

Capital markets have a long history of looking past geopolitical events. An initial (and often sharp) risk-off reaction is typically followed by recovery as investors return to focusing on fundamentals....

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Weekly Strategy Perspectives: What Could Go Right? Reunderwriting the Bull Case

Markets started the week on a shaky note with tariffs and a potential AI/jobs apocalypse dominating the story line....

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Weekly Strategy Perspectives: Still Nauseously Optimistic

The last 12 months have sprayed a firehose of change at investors, consumers and businesses alike....

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Smart strategies for supporting a child with special needs

What happens when someone you love requires constant, lifelong support, long after you’re able to provide it?...

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Weekly Strategy Perspectives: And the Story Line is…

We’re barely two-thirds of the way into Q4 2025 earnings report season, yet a bevy of market-moving revelations have already surfaced. Traders acted quickly to adjust individual stock/sector prices for potentially revised realities, prompting more......

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Beyond the Portfolio: Federal Reserve Leadership

The panelists examine the Federal Reserve leadership transition, analyzing Kevin Warsh's nomination as Fed Chair, his monetary policy framework, and more....

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The smart investor’s guide to reducing taxes and growing wealth

A smart tax plan doesn’t just maximize your registered accounts, it structures your finances in a way that optimizes every dollar you earn on the road to retirement – and beyond....

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Weekly Strategy Perspectives: Nuggets versus Noise

 Let’s be honest – there aren’t enough adjectives to describe how wild and wooly the headlines have been in the past 12 months....

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