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Free Bird!
Congratulations to the US Women’s Hockey team for their stunning defeat of Team Canada in Thursday afternoon’s gold medal game. Electric! Throughout the Olympic Games
Matt Gentzkow
February 20, 2026
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Weekly Insights
Trade Alerts!
W&A clients will soon see confirmations of two rotational trades within our equity portfolios that better align portfolios with our 2026 Outlook (register for our
David S. Waddell
February 7, 2026
Weekly Insights
Meet the New Fed Head
Fifteen months of speculation have now ended. Donald Trump has nominated Kevin Warsh as the 17th Chairman of the Federal Reserve. Warsh has pedigree credentials
David S. Waddell
February 1, 2026
Weekly Insights
Championship Investing: What Indiana Football Teaches About Market Success
The Indiana Hoosiers are national champions… in football. Yes, that Indiana. If I woke up with my head sewn to the carpet, I wouldn’t be
Matt Gentzkow
January 23, 2026
Weekly Insights
Earnings Accelerator
As fourth quarter earnings season gets underway, investor attention is again split between earnings expectations and reported realities. Earnings estimates for 2026 point to another
Matt Gentzkow
January 18, 2026
David S. Waddell
Place Your Bets!
Markets have certainly wished investors Happy New Year with roaring returns over the first 5 days of 2026. This may sound novel but returns over
David S. Waddell
January 10, 2026
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Estate Plans and Global Markets: Protecting Your Legacy Across Borders
Because when your wealth goes international, your legacy protection strategy should, too. The Bottom Line: The Full Story: You have a vacation home on the
Perry Green
January 9, 2026
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Meet the New Magnificents
As we come to the end of the year, markets have fixated on two primary narratives. First, will the AI trade and Magnificent-7 (Apple, Amazon,
David S. Waddell
December 20, 2025