Get the latest on financial happenings and Advisor best practices, all in one place.

by Noah Brooks |
on May 5

Week 18 Talking Points: V Shaped or Something Else?

Positive earnings from Microsoft, Meta and Amazon helped the S&P 500 recoup its post tariff losses and push a 9 day win streak.
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by Conor Delaney |
on Feb 18

From Legacy to Innovation: Navigating the Shifts in Financial Advisory

In episode 8 of Thinking Independently, Conor Delaney interviews Dan Kinney, a seasoned financial advisor with a rich family heritage in the industry [...]
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by Noah Brooks |
on Jan 6

2025 Market Outlook: Don’t Bet Against America

In episode 25 of Market Enthusiast, Noah Brooks and Chris Needs discuss the current state of the market as they reflect on a profitable year, despite recent […]
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by Noah Brooks |
on Oct 16

Elon’s Robot Dreams and Nuclear Energy: Future Power Grabs?

In episode 19 of the Market Enthusiast, Noah Brooks and Chris discuss recent developments in the financial markets […]
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