專家分享對美國及全球市場的觀點
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(以下資訊只提供英文版本)
US Market Commentary
A Holistic Approach: Do You Need a Wealth Advisor?
Host Mark Riepe is joined by Senior Wealth Advisor Stephanie Shadel to explain holistic wealth management and the importance of understanding clients' personal histories and preferences.
November 11, 2024
What Is the Treasury Yield Curve?
The Treasury yield curve is an important economic indicator that, depending on its shape, can signal changes in market expectations and provide economic insight.
October 31, 2024
You've Got to Earn It: Update on Earnings Season
Earnings season is shaping up to be relatively strong so far, but the market will likely continue to shift focus to an increasingly murky sales picture.
October 28, 2024
How Do You Gauge the Impact of Washington on Your Finances?
Mark Riepe is joined by Michael Townsend to discuss the cognitive and emotional biases that influence political decision-making and unpack the gap between campaign promises and legislative realities.
October 28, 2024
5 Elements of a Smart Trade Plan
Find out why you should have a trade plan—and the five elements that may help you put it to work successfully.
October 23, 2024
A Hero's Journey: With Guests Ethan Gilsdorf, David Fajgenbaum & Kurt Gray
Framing the narrative of your life as an epic journey can give you control and meaning.
October 21, 2024
How Do You Plan for the Succession of a Business?
Austin Jarvis joins Mark Riepe to discuss succession planning for business owners and the unique challenges faced when keeping a business in the family or selling to a third party.
October 14, 2024
Rebel With a Cause: With Guests Francis Kelly & Christopher Bryan
Can resistance to authority be leveraged for positive change?
October 7, 2024
How Can You Plan for a New Pet?
Mark Riepe and Susan Hirshman discuss how to prepare for the responsibilities, costs, and emotional attachment that come with bringing home a pet.
September 30, 2024
Party in the USA: Election Facts
Historically, staying invested has been, in our view, an effective strategy and one to consider when it comes to election years and beyond.
September 30, 2024
On a High Note: With Guests Maurice Schweitzer & Matthew Polly
Is it possible to structure our experiences to remember them more fondly?
September 23, 2024
Panic Is Not a Strategy—Nor Is Greed
Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
September 16, 2024
What to Know About After-Hours Trading
What is after-hours trading? How does it work? Learn about the rules, risks, and benefits of extended-hours trading.
September 12, 2024
The Truth Is Out There: With Guests Tania Lombrozo & Toby Ball
The simplest answer isn’t always the right answer, despite how much we might want it to be.
September 9, 2024
To Know What You Know: With Guests David Dunning & Andrew Flack
In a great bit of irony, to truly know if you're good at something, you have to be good at it already.
August 26, 2024
How Can You Preserve Your Assets for Your Heirs?
Austin Jarvis speaks with Mark Riepe about the complications of estate taxes—and what you can do if the estate tax exemptions change in 2026.
August 19, 2024
Songs of Experience: Reminiscences of a Strategist
It's been 38 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.
August 19, 2024
The Buddy System: With Guests Max Maeder & Rachel Gershon
Pursuing a difficult goal can be lonely work—but it doesn't always have to be.
August 12, 2024
What Declining Interest Rates Could Mean for You
When the Federal Reserve lowers its key short-term interest rate, the impact isn't uniform across the financial universe.
August 8, 2024
What's in the Fed's Toolbox?
What the Fed's monetary-policy tools signal about the market.
August 7, 2024
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