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AI & Investing: Opportunity, Risk, and What’s Priced In

AI & Investing: Opportunity, Risk, and What’s Priced In

by Nasser Ali | Oct 1, 2026 | Client Communication, Our Insights

​Artificial Intelligence (AI) has taken center stage in investment discussions since OpenAI released ChatGPT to the public in November 2022. Viral...
The Fed Turns Up the Pressure on Inflation

The Fed Turns Up the Pressure on Inflation

by Nasser Ali | Sep 24, 2026 | Client Communication, Our Insights

The Federal Reserve (Fed) delivered on consensus expectations by raising its policy rate by 0.25% last week. The accompanying statement explained...
The Dollar’s Enduring Global Dominance

The Dollar’s Enduring Global Dominance

by Nasser Ali | Sep 17, 2026 | Client Communication, Our Insights

Following World War II, the U.S. Dollar has been the world’s dominant reserve currency. Concerns have risen in recent years about whether the...
Life Insurance Awareness

Life Insurance Awareness

by Eric Wyss | Sep 15, 2026 | Client Communication, Planning Bulletins

For most households, life insurance plays a critical role by providing peace of mind, replacing lost income, addressing outstanding debts, and...
Inflation’s Unclear Road Ahead

Inflation’s Unclear Road Ahead

by Nasser Ali | Sep 11, 2026 | Client Communication, Our Insights

Murky. Opaque. Vague. Pick your preferred term to describe the inflation picture.  Many have myopically focused on the Middle East conflict as the...
The Mortgage Rate Lock-In Effect

The Mortgage Rate Lock-In Effect

by Nasser Ali | Sep 3, 2026 | Client Communication, Our Insights

Ask someone who bought a house in 2021 whether they plan to move. You will usually get the same answer: not at these rates. Their loan is fixed...
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Recent Posts

  • AI & Investing: Opportunity, Risk, and What’s Priced In
  • The Fed Turns Up the Pressure on Inflation
  • Heritage Named a BBJ Largest Private Company 2026
  • The Dollar’s Enduring Global Dominance
  • Stacey Spedden-Irrgang Named 2026 InvestmentNews Women to Watch Financial Literacy Champion

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