As we pass the halfway mark of 2025, one of the important themes shaping the investment landscape is the performance of the U.S. dollar. As
When I sit across from clients discussing their estate plans, the conversation rarely stays focused on tax strategies or trust structures for long. Inevitably, we
What a roller coaster of a first half! As I’ve told many, the first few months of 2025 have felt like a few years at
Football is wrapped. Basketball is (nearly) in the books. We’ve officially entered the dog days of summer. With it, US equity markets have rebounded sharply
As goes the US consumer, so goes the American economy. Many economic and investment maxims fail to stand the test of time. This one does.
Tariffs are going lower despite Trump’s retaliations: David Waddell sits down with host, Charles Payne on Fox Business
Before we discuss alternative investments, it’s worth noting an important shift in the investment landscape: public markets have contracted, and significantly so. Research indicates that
