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June 24, 2025

After the attack: What comes next?

The U.S. attack on Iran’s nuclear facilities has significantly increased geopolitical risk.

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June 6, 2025

Stocks rise despite U.S. trade policy concerns.

Global equities, as measured by the MSCI ACWI Index, rose sharply in May despite periods of volatility.

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May 18, 2025

U.S. trade policy concerns lead to market volatility.

Global equities, as measured by the MSCI ACWI Index, saw a modest overall upturn in April.

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May 13, 2025

The inevitable folly of forecasting.

Predicting the future is hard.

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April 30, 2025

Tariffs and trade wars and bears, oh my!

Recent weeks have clearly reminded us that we always face the risk of (sometimes severe) market turbulence.

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April 29, 2025

“Chimerica” consciously uncouples.

That symbiotic, yet unsustainable, relationship started fraying about 15 years ago in the aftermath of the financial crisis.

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April 15, 2025

Tariffs have roiled capital markets. Investors are best served by staying the course.

Large market swings are not the norm, but they happen somewhat regularly.

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April 11, 2025

The bottom line on tariffs.

What tariffs really mean for prices, profits, and portfolios—and how to talk about them with clients.

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April 11, 2025

Tariff turmoil: What's happening in the global economy?

Negotiations are in order while trade tensions between the U.S. and China continue to escalate.

Our team

Meet some the wealth experts that will help you achieve your goals.

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Michael S. Farrell

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Jeff Ladouceur

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Steve B. Wittenberg

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