Market Update Videos
Watch engaging content that brings important ideas and insights to life.
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…
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…
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…
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…
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…
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…
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…