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Whitepaper: Valuing Your Values
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Articles, Webinars & Media Appearances
Bloomberg Appearance: Cameron Dawson, CIO on Oil Prices and Geopolitical Risks
Cameron Dawson explains the latest market selloff, rising defensive stocks, and what it could signal for the U.S. consumer, tariffs, and bond yields.
Myth
We all are prone to occasionally “building ourselves a myth” out of a hope that things can be different or out of an avoidance of reality, and the market is no different.
Bloomberg Appearance: Brian Nick on Why Stocks Keep Climbing Despite Market Fears and Global Risks
Brian Nick, Managing Director, Head of Portfolio Strategy, notes that despite strong equity performance and elevated valuations, investor caution remains high due to concerns about long-term interest rates, Fed independence, and geopolitical risks.
What, Me Worry?
Markets just hit all-time highs while a war raged in the Middle East. What happened, what’s next, and why investors shouldn’t panic (yet).
Trump Accounts: Building Tax-Free Wealth from Day One
Trump Accounts are designed to serve as tax-deferred custodial investment accounts for minors, featuring a one-time $1,000 federal seed contribution for children born between 2025 and 2028, creating an early opportunity to jumpstart long-term wealth accumulation.
Here It Goes Again
Never does Yogi Berra’s quip, “It’s tough to make predictions, especially about the future,” feel more relevant than when constructing an economic and market outlook when shrouded in the fog of war.
