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Resources

Media & Materials for Clients


Please click on the links below to view videos:

Advisor Alpha Thumbnail

Advisor Alpha

Advisor Alpha quantifies how investment advisors can increase performance by 3% or more each year.

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Market Insights Q3 2025 Thumbnail

Market Insights Q3 2025

Market Insight for the 3rd Quarter. Don't miss BIG tax discoveries from the new bill signed into law. Plus, tariffs and some good news too!

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Market Insights Q2 2025 Thumbnail

Market Insights Q2 2025

Market Insights for Q2 2025 are in and you don't want to miss the latest on tariffs and durable investments so far this year.

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