Mid-Quarter Update & Slides: Escalation
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May 21, 2025 at
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Advanced Real Estate Tax Planning – 1031 Exchange & 721 UPREIT
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An active approach to meeting the market moment
May 27, 2025 at
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The Insider’s Edge: Insider Buying and the Enduring Logic of Value
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What 2025’s Volatility Means for Your Portfolio Strategy
May 29, 2025 at
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LiveCast: Why International Developed Markets Could Weather the Storm
May 30, 2025 at
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An alternative path amid unusual markets
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Navigating Uncertainty: Consider Free Cash Flow Fundamentals
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Origin Exchange: A Low-Fee 1031 Solution for RIAs
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High-yield bonds: the case for active management
June 05, 2025 at
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The dynamic trends shaping robotics, AI, and healthcare
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The surprising opportunities in faith-based investing
June 09, 2025 at
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Picking Winners is a Losing Game – Lessons Learned from Moneyball
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Seeking high monthly income and tax efficiency in today’s markets
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Manage risk with an active approach
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Breaking down artificial intelligence
June 18, 2025 at
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The Mind in the Machine, Part One: From Silicon to Sentience—Mapping the AI Supply Chain
June 26, 2025 at
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Midyear Market Outlook Symposium
