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Article

Question of the Week – August 1, 2025

With Big Tech earnings in full swing, how should advisors separate signal from noise and help clients navigate lofty valuations? 

Question of the Week – August 1, 2025 Read More »

Article

Question of the Week – July 25th, 2025

With the recent surge in crypto prices, how should advisors evaluate risk and suitability for clients considering digital assets? 

Question of the Week – July 25th, 2025 Read More »

Article

Question of the Week – July 18th, 2025

With growing talk of a possible Powell resignation, how can advisors adjust client portfolios or messaging if the Fed chair changed? 

Question of the Week – July 18th, 2025 Read More »

Article

Question of the Week – July 11th, 2025

With the U.S. imposing 25% tariffs on Japan and South Korea effective August 1, how should advisors assess the impact on international equity exposure? 

Question of the Week – July 11th, 2025 Read More »

Article

Question of the Week – June 27th, 2025

How should portfolios prepare for a scenario where both inflation and global tension rise simultaneously? 

Question of the Week – June 27th, 2025 Read More »

Article

Question of the Week – June 13th, 2025

With markets responding to heightened Middle East tensions, which asset classes offer the most opportunity for defensive positioning or strategic rotation?

Question of the Week – June 13th, 2025 Read More »

Article

Question of the Week – June 6th, 2025

Give me a comprehensive update on Tesla.

Question of the Week – June 6th, 2025 Read More »

Article

Question of the Week – May 23rd, 2025

How will persistent inflation and high interest rates reshape asset allocation strategies in 2025?

Question of the Week – May 23rd, 2025 Read More »

Article

Question of the Week – May 16th, 2025

How are bond yields and the U.S. dollar affecting large-cap multinationals and dividend-paying stocks?

Question of the Week – May 16th, 2025 Read More »

Article

Question of the Week – May 10th, 2025

Write a comprehensive market update newsletter for my clients for April.

Question of the Week – May 10th, 2025 Read More »

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