Beyond the Portfolio Podcast: Markets Near All-Time Highs – Navigating Opportunity and Risk

Mike Miranda sits down with Dan Phillips, Chief Investment Officer for U.S. Wealth, to examine investment opportunities as markets hover near record levels in mid-2025....

Read more

Beyond the Portfolio Podcast: The One Big Beautiful Bill - Wealth Planning Implications

Mike Miranda sits down with Pratik Patel, Head of U.S. Wealth Planning for BMO Wealth Management, to unpack the comprehensive tax changes introduced by the "One Big Beautiful Bill Act" signed into law on July 4, 2025....

Read more