Podcasts
April 14, 2026 - 2026 Market Updates & Insights
We provide a Market Update featuring insights from Brian Mulberry of Zacks Investment Management, where they discuss the latest trends and key topics shaping markets this year. The conversation highlights major themes including concerns around AI valuations and sustainability, shifts in private investments and credit markets, the potential impact of upcoming midterm elections, and rising geopolitical tensions—particularly involving Iran and oil—which continue to influence market volatility and investor sentiment.
September 10, 2025 - 2025 OBBA Update
In this short video, we walk through the recent bill passed by Congress and highlight the key provisions that could impact you and your family’s tax situation—both this year and in future years. Our goal is to make sure you’re aware of these changes and how they may fit into your broader financial plan.
May 1, 2025 - 2025 Insights: Tariffs, Uncertainty & Volatility
In this video, we explore the key economic forces shaping 2025, including the impact of evolving tariff policies, rising global uncertainty, and ongoing market volatility. Gain expert insights into how these factors along with historical trends may influence financial planning, investments, and strategic decision-making in the year ahead.
December 4, 2024 - Q4 2024 Insights: Markets, Interest Rates & Elections
As 2024 draws to a close, we’ve created a brief, client-exclusive video highlighting key trends and what they might mean for your financial plan.