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Resources

Media & Materials for Clients


Please click on the links below to view videos:

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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Artificial Intelligence Thumbnail

Artificial Intelligence

Two Fiduciaries sit down to talk about whether AI has enough steam to power a long-term impact on tech investing plus much more...

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