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Q3 2025 Market Commentary

Michael J. Firestone, CFA
Market Trends & Commentary

Despite Q3 turbulence, markets rebounded. With the OBBB now law, focus shifts to the Fed, tariffs, and corporate earnings ahead.

July 10, 2025
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Impact
Alyssa Heath, CAP
Impact

Philanthropy and Technology: How AI is transforming Charitable Giving and the Nonprofit Landscape

June 13, 2024
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William J. Reynolds, CFA
Investment Insights

The Great Voyage: My Journey in Wealth Management (so far) - A Personal Essay by William Reynolds

May 8, 2024
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Jim Ulseth, CFA, CAIA
Market Trends & Commentary

Go Big or Go Home

April 11, 2024
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Michael J. Firestone, CFA
Investment Insights

Considerations for Modern Investors

March 6, 2024
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Kelsey Syvrud, PhD
Investment Insights

Navigating the Soft Landing

February 7, 2024
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Jim Ulseth, CFA, CAIA
Market Trends & Commentary

Is it Really Time to Pivot?

January 11, 2024
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