The Magnificent Seven have captured 90% of this year's returns, creating one of the most concentrated markets in history. But there is a different story - 2025 could belong to many smaller companies trading at deep discounts. So, why?

While history remembers the 1920s for unprecedented prosperity, it was also a time of upheaval. From world-class tech companies to rising economic powerhouses like India and Brazil, what role do emerging markets play in this evolving story?

This is the 5th episode of the series, “The era of AI.” We have a conversation with Poorya Ferdowsi at Bristol Gate Capital Partners about how AI is impacting jobs. Could AI's productivity boost be exactly what we need?

Artificial intelligence isn't just transforming tech - it's creating a hidden boom in real estate. While markets chase AI headlines, savvy investors are eyeing the small and mid-cap space. Where is this market narrative going?

With tariff and trade policies that could put unprecedented pressure on long-standing U.S. alliances, as well as a dovish Fed, could this pose growth and inflationary risks for investors?

Following the US elections and the US Federal Reserve meeting last week, two major heavyweights for the market have been lifted. But does that mean investors are feeling more comfortable given an overcast of looming uncertainty?

For those of you who have been tracking markets post-election, you may have noticed that it has been a very active time for muni bonds, ending election week at a 3-month high. Is the current trend expected to persist?

The busiest week of the 3Q earnings season has officially concluded—over three-fourths of the S&P 500 market cap has reported—and so far results have been healthy. What does this all mean moving forward?

With the election and the November Fed meeting now behind us, what’s still uncertain is the path forward. As we have witnessed, inflation has been receding and the job market has been the best in 20 years. What might the yield curve look like now?

The Tax Cuts and Jobs Act introduced transformative changes to the U.S. tax code, many of which are set to expire at the end of 2025. It will impact us on many levels, but for those with a philanthropic strategy, what are the changes there?