The market has its ups and downs. Lets review last weeks events. 

This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF

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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.

As AI develops and grows there are still some things that it’s not able to replace. Trusting it with your portfolio could be a mistake, Jim discusses this and more.  

This week’s episode is presented by our founder James Hayett, CPFA. 

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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.

Jason discusses one of the largest investments since the Louisiana Purchase.

This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF

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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.

We discuss the pitfalls of trusting AI to manage your wealth and how it can be damaging to your portfolio. 

This weeks episode is presented by our founder James Hayett, CPFA. 

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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.

Whilst 2026 has been a great year so far, that optimism must be tempered with a cool head and firm vision.

This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF

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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.

Jim discusses the ups and downs of the economy over the previous year. The good news is, its mostly up.

This weeks episode is presented by our founder James Hayett, CPFA. 
 
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.

Jason discusses the pitfalls and difficulties that 2026 may present and how we can avoid them.

This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF

There were some technical issues with the audio of this recording. Preventative steps have been taken for future recordings. 

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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.
Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.
Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.

Jason discusses the pitfalls and difficulties that 2026 may present and how we can avoid them.

This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF

There were some technical issues with the audio of this recording. Preventative steps have been taken for future recordings. 
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.

Jim reviews the events of 2025 and what we can learn heading into the new year. 

This weeks episode is presented by our founder James Hayett, CPFA.   


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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.

Last part of our 2026 predictions series and are we facing a possible AI bubble?  

This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF


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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.