Blog
Perry Green
January 9, 2026
Blog
David S. Waddell
December 19, 2025
Blog
Luke Hooper
December 3, 2025
Blog
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
Blog
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
Blog
Portfolio Allocation Strategies for 2026: Three Levers for Managing Risk in a Historic Bull Market
Discover the framework designed to help keep you invested through uncertainty and protect what you’ve built The Bottom Line: The Full Story: I know what
David S. Waddell
December 19, 2025
Blog
Fed Unwraps Holiday Highs
On Wednesday of this past week, the Federal Reserve concluded their eighth and final FOMC meeting of the year. With a record Government shutdown suspending
David S. Waddell
December 14, 2025
Blog
The Hidden Costs of Healthcare in Retirement Planning and Estate Planning
Nobody wants to imagine themselves needing help, but planning for it now can help protect you, your future, and the people you love most. The
Luke Hooper
December 3, 2025
Blog
Giving Turkey Legs!
For the second year in a row, I have the privilege of writing the week leading up to Thanksgiving, a time for family and feasting.
Matt Gentzkow
November 23, 2025
Blog
The Vol of Fall
November has brought about a more turbulent stretch for markets. The longest government shutdown in history officially ended this past Wednesday, but not all sources
Matt Gentzkow
November 14, 2025
Weekly Insights
For Phyllis
Corporate culture isn’t something you install, it’s something you express. It’s the fusion of the passions, values, capabilities, and personalities of the people within a
David S. Waddell
November 8, 2025
Blog
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
Blog
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
Blog
Portfolio Allocation Strategies for 2026: Three Levers for Managing Risk in a Historic Bull Market
Discover the framework designed to help keep you invested through uncertainty and protect what you’ve built The Bottom Line: The Full Story: I know what
David S. Waddell
December 19, 2025
Blog
Fed Unwraps Holiday Highs
On Wednesday of this past week, the Federal Reserve concluded their eighth and final FOMC meeting of the year. With a record Government shutdown suspending
David S. Waddell
December 14, 2025
Blog
The Hidden Costs of Healthcare in Retirement Planning and Estate Planning
Nobody wants to imagine themselves needing help, but planning for it now can help protect you, your future, and the people you love most. The
Luke Hooper
December 3, 2025
Blog
Giving Turkey Legs!
For the second year in a row, I have the privilege of writing the week leading up to Thanksgiving, a time for family and feasting.
Matt Gentzkow
November 23, 2025
Blog
The Vol of Fall
November has brought about a more turbulent stretch for markets. The longest government shutdown in history officially ended this past Wednesday, but not all sources
Matt Gentzkow
November 14, 2025
Weekly Insights
For Phyllis
Corporate culture isn’t something you install, it’s something you express. It’s the fusion of the passions, values, capabilities, and personalities of the people within a
David S. Waddell
November 8, 2025