Webinars
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Facts vs Feelings The Glass Half Full — How Much Does Iran Matter?
In this episode of The Glass Half Full, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, discuss rising geopolitical tensions in the Middle East and what disruptions near the Strait of Hormuz could mean for global energy markets, the economy, and inves …
Webinar: Tax-Smart Strategies — How Women Can Design Their Wealth Plan with Purpose and Intention
Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes. This webinar is d …
Weekly Market Commentary: Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices
Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices The S&P 500 turned slightly negative for the year last week, but many other major indexes have solid gains. Inflation risk has risen as energy prices have soared, but we still expect price spikes to be relative …
Facts vs Feelings The Glass Half Full — Will Iran Derail the Bull Market?
In the first episode of The Glass Half Full, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, discuss the latest geopolitical developments in the Middle East and whether tensions involving Iran could threaten the ongoing bull market. The conversation e …
Are Retirement Plan Contributions Tax-Deductible?
Retirement plans like 401(k)s and IRAs can be an easy and effective way to save for retirement. Many investors favor these accounts for their significant tax advantages, which can include pre-tax or tax-deductible contributions. Contributions to a 401(k), traditional IRA, and other retirem …
Weekly Market Commentary: 10 Thoughts on Markets, the Middle East, and the Iran Conflict
10 Thoughts on Markets, the Middle East, and the Iran Conflict The U.S./Iran conflict is top of mind, but remember that, historically, major geopolitical events rarely disrupt bull markets. We may see increased volatility and a move toward risk-off assets near term, but we think the impact …
