Author: Jason

79 posts written by Jason


Press|Aug 2022

SEIA Announces Strategic Investment from Reverence Capital Partners

Market Commentary|Jun 2022

Are We There Yet? Part I

Market Commentary|Jun 2022

Turning Market Lemons into Tax Lemonade

Market Commentary|Jun 2022

Positioning Your Bond Portfolio for What May Lie Ahead

Market Commentary|May 2022

Is a Return to Stagflation in Our Future?

Investment Landscape Videos|May 2022

Video: Some Good News

Investment Landscape Videos|Apr 2022

Video: Unfixed Income. Now What?

Market Commentary|Mar 2022

The Outlook for Inflation: Exploring Uncertainties in the World

Investment Landscape Videos|Mar 2022

Video: Inflation? … Time to Change

Market Commentary|Feb 2022

Russia Invades Ukraine

Market Commentary|Feb 2022

2022 Q1 Tailwinds: “Unfixed Income”

Market Commentary|Feb 2022

Market Headwinds or Tailwinds?

Market Commentary|Jan 2022

Market Update: Volatility is Normal

Market Commentary|Jan 2022

The Fallacy of Chasing Performance

Market Commentary|Jan 2022

The Stock Market is Expensive. What Should You Do?

Investment Landscape Videos|Jan 2022

Video: Rotation

Investment Landscape Videos|Dec 2021

Video: Temporary Pause Amid Temporary Issues

Market Commentary|Nov 2021

What’s Next for the Biden Fiscal Agenda?

Investment Landscape Videos|Nov 2021

Video: Cyclicals/Small Caps Outperform in a Healthy Bull Market

Investment Landscape Videos|Nov 2021

Video: Valuations

Market Commentary|Nov 2021

Updated Framework for the Build Back Better Act

Investment Landscape Videos|Oct 2021

Video: Evergrande & Evergiven. But Everlasting?

Market Commentary|Sep 2021

Tax update

Investment Landscape Videos|Sep 2021

Video: Groundhog Day? Watch Cyclicals

Press|Aug 2021

Here’s what financial experts say to do with your…

Investment Landscape Videos|Aug 2021

Video: Thanks for Nothing

Press|Aug 2021

Investing in Space: 7 Space Stocks and ETFs to…

Market Commentary|Jun 2021

Inflation – What do consumers need to know?

Press|Jun 2021

Inflation is continuing to rise—here’s how it could affect…

Press|May 2021

The Big Q: How Do You Decide When to…

Investment Landscape Videos|May 2021

Video: Mid-Quarter Update on the 3-V’s (Valuations)

Market Commentary|May 2021

Valuations, Vaccines, and the Vision out of DC

Investment Landscape Videos|Apr 2021

Video: Investment Update – Everything is Awesome?

Investment Landscape Videos|Apr 2021

Video: Investment Update – Overstimulated?

Press|Feb 2021

Q&A: Why the Stock Market May Not Be Overpriced

Investment Landscape Videos|Feb 2021

Video: The 2021 Playbook? Or the Q1 Playbook?

Market Commentary|Jan 2021

Stock Market Valuations – Is it Different This Time?

Press|Jan 2021

What the Stomach-Churning GameStop Ride Means for Advisors and…

Newsletter|Dec 2020

The SIA Report Q4

Investment Landscape Videos|Dec 2020

Video: Investment Update – Don’t Chase (Ernie) in Back…

Market Commentary|Dec 2020

Fed Faces New Challenges in 2021 (Q&A)

Press|Dec 2020

Survey: Rates at zero until 2024, but coronavirus vaccine…

Market Commentary|Nov 2020

Focus on the “Known Knowns”

Market Commentary|Oct 2020

Runaway Inflation or Reflation?

Investment Landscape Videos|Oct 2020

Video: Investment Insights

Press|Oct 2020

Disaster Preparedness Plan

Newsletter|Oct 2020

The SIA Report Q3

Press|Sep 2020

Dow ends 131 points higher Friday, but Nasdaq registers…

Investment Landscape Videos|Sep 2020

Video: The Middle

Market Commentary|Sep 2020

2020 FAQs: Trying to Make Sense of it All


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