In this session, our team walked through the fundamentals of trusts—what they are, how they work, and why they can be an effective component of a well‑structured estate plan. We explained the core elements of a trust,…
Brook Wagman reviews the key market trends that shaped 2025 and explores what investors should watch in 2026. The update covers global diversification, market valuations, interest rates and inflation, sector rotation, emerging investment opportunities and the importance of managing risk as the current bull market enters its later stages.
Norman Levine discusses silver’s sharp price swings and why he believes the metal has entered a highly speculative phase. He also looks at broader opportunities in commodities, including copper, aluminum and iron ore, along with select companies positioned to benefit from current market trends.
Michael Layman and Sherry discuss key considerations for passing a family cottage to the next generation, including capital gains, the principal residence exemption, gifting, joint ownership and trusts. Learn how thoughtful succession planning can help manage tax implications and reduce potential family conflict.
Brook Wagman explores the key themes shaping the 2025 investment landscape, including the U.S. presidential cycle, global earnings growth, interest rates and rising geopolitical risk. He also examines where we are in the current market cycle and what investors may expect in the year ahead.
Norman Levine discusses why he’s reducing some U.S. market exposure and looking internationally for opportunities. He explores the investment case for Japan, Europe and Israel, including valuations, currencies, corporate governance and shifting economic conditions.
Norman Levine shares his perspective on managing through sharp market declines, emphasizing patience, quality companies and disciplined portfolio positioning. He also discusses opportunities in defensive sectors, resources and international markets while taking a more cautious view on technology.
