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What Will 2025 Be Remembered For?

In past reports, we have often argued that the most traumatic events are not always the events that end up casting…

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Is the Future of AI “Physical”?

The concept of Artificial Intelligence (AI) has existed for decades. The field was formally established in 1956 at the Dartmouth…

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Jesse Felder Podcast: Vincent Deluard On The Paradigm Shift In Markets

Jesse Felder, of The Felder Report, recently had a conversation with Vincent Deluard, macro strategist at StoneX, who unpacked the drivers…

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Washington State Enacts Historic Tax Increases Amid Budget Shortfall

On May 20, 2025, Governor Bob Ferguson of Washington State signed into law a series of tax increases to address…

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KISS: The New Trends of 2025 Reshaping Financial Markets

When challenged over a shifting position, John Maynard Keynes famously replied “when the facts change, I change my mind. What…

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From Exclusive to Essential: The Rise of Private Markets in Modern Portfolios

Private market investments were the exclusive domain of institutions and ultra-high-net-worth investors for decades. These asset classes are characterized by…

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Navigating a Shifting Global Landscape

The global landscape appears to be entering a period of significant change. From trade policies to international alliances, many long-standing…

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Financial Planning Strategies to Consider During Market Volatility 

In today’s environment of heightened market volatility, staying grounded in a sound financial strategy is more important than ever. While market…

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Around The World Of Policy Goals

The following article was originally published on March 11, 2025. In today’s rapidly changing economic and political environment, some of…

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Quarterly Market Update – April 2025

This week’s market volatility has brought uncertainty back into focus, driven largely by escalating tensions around tariffs and trade. In…

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From GameStop to Newsmax: Meme Stocks and Modern Investing

In early 2021, a handful of out-of-favor stocks, including GameStop and AMC Entertainment, suddenly skyrocketed in price, defying all traditional…

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Tax Tips for Divorce Planning: Key Considerations for a Smooth Financial Transition

Divorce can be an emotionally and financially challenging process. Among the many complexities, navigating the tax implications of divorce is…

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