Webinars

Market Commentary: Why Markets May Say Yes to November

Here Comes the Best Month (and Best Six Months) of the Year “A body at rest stays at rest, and a body in motion stays in motion unless acted upon by an external force.” Sir Isaac Newton, First Law of Motion  The incredible rally continues, justified by some spectacular earnings result …

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Facts Vs Feelings Take 5 – The Latest on the War in the Middle East

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, address the mounting uncertainty surrounding the ongoing conflict in the Middle East, reflecting on how geopolitical turmoil historically affects markets. Despite short-term volatili …

Facts Vs Feelings Take 5 – When Will Inflation Heat Up?

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, examine the recent narrative that inflation is about to spike again — and explain why the actual data says otherwise. While tariff concerns and headline warnings have investors on ed …

Income-Related Monthly Adjustment Amount (IRMAA) Worksheet

IRMAA, or the income-related monthly adjustment amount, is an extra amount you need to pay on top of Medicare Part B and Part D premiums based on your income. It’s never too early to start planning for these additional payments. This guide will help you identify some IRMAA planning points a …

Facts Vs Feelings Take 5 – What Could Trip Up the Bull

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist chat about markets climbing sharply off April lows and discuss what could derail this bull run. From housing weakness to tariff uncertainty, they explore the real risks that could tri …

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