Following President Trump’s re-election in November 2024, markets initially rallied on expectations of deregulation and tax cuts. But those require Congressional action—and time. In the meantime, the administration has focused on areas it can affect unilaterally: reducing government inefficiency, ramping up deportations, and, most consequential for financial markets, imposing significant new tariffs. Read More

The markets sold off early Monday morning on a myriad of worries including (but not limited to) an over-valuation in some of the largest technology companies, a weak employment report on Friday, fears of an escalation in tensions between Israel and Iran, and an equity sell-off in Japan. Read More

What’s next for AI? How can the technology be used across industries? Listen to the this important on-demand webinar. Read More

By Tim Egart, CFP®,  AIF® In any given day, Google manages about 8.5 billion web searches – an astounding number.  With over 3 trillion searches per year, technology has allowed us to have an answer to basic and complex questions.  In 2023, the most asked question thus far is “how many ounces in a cup?” … Read More

In a recent webinar, Ryan Green and Cliff Aque discussed alternative investments: how they can broaden portfolio diversification, help lower volatility, and reduce a portfolio’s reliance on public markets for performance. The recording of the event is available below, and we invite you to connect with our team should you have any questions or would… Read More