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The Art & Science of Asset Allocation in 2025

The Art & Science of Asset Allocation in 2025

by Nasser Ali | Sep 17, 2025 | Client Communication, Our Insights

It’s that time of year! Monitoring economic developments and market dynamics is a never-ending job. Economics and markets are in a constant state of...
Is the Economy Catching Its Breath or Losing Steam?

Is the Economy Catching Its Breath or Losing Steam?

by Nasser Ali | Sep 10, 2025 | Client Communication, Our Insights

Last week’s labor market data effectively locked in an interest rate cut for the September 17th Federal Reserve (Fed) meeting. In fact, markets are...
Turning the Page: BER Months and Market Momentum

Turning the Page: BER Months and Market Momentum

by Nasser Ali | Sep 3, 2025 | Client Communication, Our Insights

Welcome to the BER months, months ending with “ber.” Ber months signal a return to regular schedules and give us time to reflect on the summer....
Economic Crossroads: The Fed’s Balancing Act

Economic Crossroads: The Fed’s Balancing Act

by Nasser Ali | Aug 27, 2025 | Client Communication, Our Insights

The tides are changing. Last week marked the 2025 Jackson Hole Economic Policy Symposium. Since 1978, this annual invitation-only event has been...
90 Years Strong: The Legacy of Social Security

90 Years Strong: The Legacy of Social Security

by Nasser Ali | Aug 21, 2025 | Client Communication, Our Insights

Can you believe it’s been 90 years!  August 14th marked the 90th anniversary of Social Security. Social Security has provided financial...
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