Staying Safe in the 2025 Tax Season: Tips to Protect Your Identity and Finances
Tips to Protect Your Identity and Finances this 2025 Tax Season
Articles, Insights & More
Holiday Shoppers Beware: Not All Online "Bargains" Are Actual Bargains
It’s that jubilant holiday shopping season again, and along with greetings of peace and joy, we wish you the very best of luck avoiding the countless scammers that await you online. Let’s look at a few of the big retail platforms and the sneaky tactics you may encounter over the holiday shopping season.
S.E.C. Tells Brokers to Work for You, but Don’t Skip the Fine Print as seen in The New York Times
……Advisers remain the best bet. The safest course is picking an independent, fee-only advisor who makes an explicit promise to act as a fiduciary…
Beyond the Basics: Estate Planning Mistakes Part 3
Beyond the Basics: Estate Planning Mistakes Part 3: Real-life examples of what not to do.
Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets
Today’s guest is Marko Papic. Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network and custom research, having founded BCA’s Geopolitical Strategy service. His book, Geopolitical Alpha, presents a framework for predicting investment outcomes. Previously, Marko was a Partner and Chief Strategist at Clocktower Group, advising institutional investors. His work is included in the CAIA curriculum and The Palgrave Handbook of Contemporary Geopolitics. Starting as a Senior Analyst at Stratfor, he has lectured at Stanford and Georgetown. Marko holds advanced degrees from the University of Texas and UBC.
Beyond the Basics: Estate Planning Mistakes Part 2
Beyond the Basics: Estate Planning Mistakes Part 2: Real-life examples of what not to do.
Beyond the Basics: Estate Planning Mistakes Part 1
Beyond the Basics: Estate Planning Mistakes Part 1: Real-life examples of what not to do.
The Investors First Podcast: Jeremy Schwartz, CFA on Currency Hedging, Legacy of Professor Siegel & Innovation of ETFs
Today’s guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. In this episode, we start by covering Jeremy’s charter holder story. We discuss how he first met Professor Jeremy Siegel while at U Penn and the amazing partnership they have had over the last couple of decades. We also dive into currency hedging in equity markets, the calculus behind launching a new ETF, his podcast and more.