Broker Check

Blog

Monday, June 1, 2026

The market has spent the last 2 years debating which AI companies will win. A more important question for us is whether the economics of the AI buildout remain as compelling as investors assume. To try and answer that, it helps to...

Friday, May 1, 2026

As we enter what some are calling a new generation marked by the rapid expansion and acceptance of artificial intelligence we believe it is worth stepping back to reflect on what this moment means for us as a Private Wealth Management...

Wednesday, April 1, 2026

The Lee & Dunn Group: Market Update As the April 15th tax filing deadline approaches, the year's theme of constant background noise continues. This noise comes from three strong headwinds in the market right now. The war in Iran:...

Monday, March 2, 2026

Here we are again at the annual fun of tax season. As you get all your tax information together, here are a few questions that might apply to you as you talk with your tax person: For clients in the Required Minimum Distributions...

Tuesday, January 20, 2026

Thematic investing has become increasingly important over the last 10 years. Since none of us has a crystal ball, it is important to both pay attention to the trends and be strategic in not betting too heavily on them. What has helped...

Show All

Tuesday, December 2, 2025

Greetings at this holiday season! The market has been tumultuous this year. There was a deep sell off in the spring and a decent recovery here in the fall. We often forget that when the market is up at year-end, it may have been down...