FROM THE CEO’S DESK

US Stocks Rally Amid Tariff Uncertainty and Fed Nomination

Market Performance

US stocks closed on a strong note on August 8, 2025, as...

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August 8, 2025

US Stock Market Summary for August 7, 2025: Mixed Reactions Amid Tariff News and Economic Updates

Market Overview

US stocks trimmed losses on Thursday, August 7, 2025,...

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August 7, 2025

US Stock Market Rally on Corporate Earnings and Tariff Developments

Market Overview

US stocks pushed higher on Wednesday, August 6, 2025, thanks...

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August 6, 2025

US-Iran Tensions Drive Oil Surge: What It Means for Investors

Weekly market analysis: Oil prices, stock market resilience, and defensive...

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February 21, 2026

AI Anxiety Meets Cooling Inflation: A Reality Check for U.S. Stocks

U.S. equities saw a sharp pullback on February 12, with the S&P 500 down 1.6%,...

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February 14, 2026

AI Meets Reality: Labor Cracks, Fed Uncertainty, and a Market in Reset

The U.S. equity market has taken a sharp turn this week as investors react to...

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February 7, 2026

IRS Enforcement Focus on Ultra-High-Net-Worth Taxpayers in 2026: KeyConsiderations for Advisors and Principals

Public statements and budget allocations indicate that the Internal Revenue...

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February 25, 2026

Beyond Direct Indexing: Institutional Tax-Aware Portfolio Strategies for RIAs Managing Concentrated Equity

Registered Investment Advisors (RIAs) are increasingly encountering clients...

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February 18, 2026

The Executive guide to Diversifying Concentrated Stock

For many executives and founders, company stock represents both professional...

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February 11, 2026