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Money with Murphy - AI's Second Act
With $1 trillion pouring into AI infrastructure, investors are wondering whether we are in a bubble and how long this boom can last. In this week’s Money with Murphy, Kara uses past technological revolutions across railroads,...
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Markets in a Minute - Finding Higher Ground: Cautiously Optimistic For 2026
Markets hit turbulence to start the year, as the Iran conflict and rising oil prices triggered the S&P 500’s first quarterly loss in a year. Beneath the surface, however, some corners of the market held up better than others. In this...
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Money with Murphy - Q1 2026 Market Review: Adjusting to Volatility
Markets entered the year on solid footing, but quickly had to deal with the escalation of the conflict in Iran. Oil prices surged, volatility picked up, and the investment landscape was reshaped. In this week’s Money with Murphy, Kara...
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Markets in a Minute - The Iran War, Geopolitics, and Oil: What Matters for Investors
With the conflict in the Middle East reaching its second month and traffic through the Strait of Hormuz continuing to remain at a standstill, markets have been turbulent. To help make sense of the volatility, Kara Murphy hosted Crude...
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Money with Murphy – Higher Gas Prices on the K-Shaped Economy
Rising oil prices that stem from the Iran conflict are putting pressure on households, but not everyone is felling it in the same way. In this week’s Money with Murphy, Kara explains how today’s energy shock is amplifying the so-called...
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Markets in a Minute - Market Tensions and IPO Comeback
After a multi-year drought, the IPO market is showing signs of life, and 2026 could mark a turning point. A growing pipeline of long-awaited companies going public could lead to record-setting deal sizes. But with geopolitical...
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Money with Murphy - Managing Market Volatility During Iran Conflict
The Iran conflict has led to a spike in market volatility, especially in the oil markets where consumers are feeling the pain at the pump. In this week's Money with Murphy, Kara shares why the United States is uniquely positioned to...
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Markets in a Minute - Higher Oil, Higher Stakes: A New Test for Consumers and the Fed
Rising oil prices amid an escalating Middle East conflict are creating new challenges for consumers, markets, and policymakers alike, with inflation risks and economic growth both hanging in the balance. This week’s Markets in a Minute...
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Markets in a Minute - Can U.S. Stocks Continue Earnings Momentum?
The S&P 500 is on the verge of posting its fifth consecutive quarter of double-digit earnings growth, but that only tells part of the story. Leadership in the market is shifting, and performance is starting to broaden beyond the...
Read MoreHow Geopolitical Conflict and Long-Term Investing Intersect: The Iran Situation
How Geopolitical Conflict and Long-Term Investing Intersect: The Iran SituationRyan Salah, CFP ® , CPWA ® March 2, 2026As widely reported, the U.S. and Israel have launched military strikes against Iran, targeting its leadership,...
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Money with Murphy - Market Noise
Recent market volatility has been driven by a mix of growing concerns: tariffs, artificial intelligence, and growing disturbances in private credit. With so many things competing for investors' attention, it's becoming increasingly...
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Markets in a Minute - Small and Mid Caps are Re-Entering the Conversation
For years, investors have been rewarded by sticking with the biggest stocks in the market. That narrative may finally be starting to change. Small- and mid-cap stocks are showing early signs of leadership, supported my improving macro...
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Markets in a Minute - Beyond Big Tech: The Global Surge in AI Adoption and Implications for Investor
U.S. companies have been leaders in the developing AI technology, but global economies are embracing and deploying the technology faster. Companies integrating AI are seeing gains in innovation, efficiency, and employee satisfaction....
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Markets in a Minute - The Rise of Active ETFs and the Implications for Investors
The ETF world isn't the simple, low-cost marketplace it used to be. A surge in active management, higher fees, and increasingly complex strategies have reshaped the landscape. With more than 5,000 ETFs now competing for attention,...
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Markets in a Minute - Thriving in Uncertainty
In 2025, the S&P 500 posted its third consecutive year of double-digit gains and strong earnings growth signals the market is backed by strong fundamentals. As we look ahead to 2026, a variety of policies could help extend the bull...
Read MoreCapital Financial Partners Introduces Digital Estate Planning Access Through Wealth.com
Jan 27, 2026 8:00 AM Eastern Standard Time Capital Financial Partners Introduces Digital Estate Planning Access Through Wealth.comTOWSON, Md.--(BUSINESS WIRE)--Capital Financial Partners, LLC, a private wealth management firm based in...
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Money with Murphy - Will 2026 Finally Break Big Tech's Grip on CapEx?
After years of record-breaking investment from the hyperscalers, 2026 may finally bring a shift. New incentives stemming from the implementation of the One Big Beautiful Bill Act (OBBBA) could push companies outside of technology into...
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Money with Murphy - Market Resilience in the Face of Headwinds
In 2025, financial markets were tested but responded with resilience, posting a third consecutive year of double-digit gains. All 11 sectors of the S&P 500 saw gains but only two stocks in the Magnificent Seven beat the index’s 17%...
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Money with Murphy - 2025 Year in Review
Markets covered a lot of ground in 2025 but remained resilient. Tariff announcements in the first quarter of the year led to a significant drawdown and volatility across the globe. Yet, markets immediately bounced back to reach record...
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Markets in a Minute - The Fed's Final Act of 2025: More Rate Cuts?
The final Federal Reserve meeting of the year comes with Chair Jerome Powell at a crossroads. The economy is sending mixed signals about what to do with interest rates, and the decision could have wide-ranging consequences as Powell’s...
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Markets in a Minute - Worried About an AI Bubble? The Case for Emerging Markets
Investors that have achieved strong returns in AI-driven technology stocks may want to consider an allocation to emerging markets. The cohort is putting the finishing touches on an excellent 2025 and provides meaningful...
Read MoreWhat to Do When Markets Feel Uncertain: A Simple Checklist for 2026
If you’ve felt a little uneasy about the markets lately, you’re not alone. Between interest-rate shifts, AI-driven stock concentration, geopolitical noise, and a steady drumbeat of predictions, uncertainty has become the norm — not the...
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Markets in a Minute - Gratitude in the Markets: What Investors Can Be Thankful For
With Thanksgiving quickly approaching, markets have served us plenty to be grateful for. From resilient rebounds after the tariff shock to robust corporate earnings, and a Federal Reserve that’s easing the path forward, 2025 has...
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Markets in a Minute - Déjà Vu: Low-Quality Stocks Are Rallying Again, but Time Isn’t on Their Side
Does quality still matter when it comes to stock picking? After a remarkable run for certain low-quality stocks, i.e. those without reliable corporate earnings or strong balance sheets, investors could be forgiven for wondering...
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Money with Murphy - The Popularity of Private Credit: Wall Street’s Latest Trending Asset Class
“When you see one cockroach, there’s probably more,” said JPMorgan CEO Jamie Dimon in an Oct. 14 comment referring to cracks he’s seeing in the banking sector. The, now, infamous cockroach quote sparked important debate about the $1.6...
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Markets in a Minute - Common End-of-Year Tax Client Considerations
As the year winds down, it’s an ideal time to take a closer look at your portfolio through a tax-planning lens. Big stock winners can create unintended concentration risks, while mutual fund outflows may trigger surprise capital gains...
Read MoreMoney with Murphy - Solid-footing: Stability, New Highs and the Road to 2026
Markets regained their footing in the third quarter, with stocks, bonds, commodities, and real estate all posting gains and nearly every S&P 500 sector ending the period higher. A stable U.S. dollar, new tax legislation, and easing...
Read MoreMarkets in a Minute - A Rising Tide: Third Quarter Market Review and Outlook
For much of this year, uncertainty around trade, fiscal and monetary policy ran high. In the third quarter, however, investors got answers to some key policy questions with the passage of President Trump’s One Big Beautiful Bill Act...
Read MoreMoney with Murphy - The AI Revolution: From Pirate Speak to Productivity
Artificial intelligence is rapidly moving from fun everyday uses — like translating text into pirate speak — to potentially reshaping how businesses and economies function. Adoption is skyrocketing, with hundreds of millions of users...
Read MoreMoney with Murphy - AI’s Impact on Q2 Earnings
This quarter’s earnings results are in—and they’re sending a powerful message. In this week’s Money with Murphy, Kara breaks down one of the strongest earnings seasons in recent years and unpacks how artificial intelligence is...
Read MoreMarkets in a Minute - Buffer ETFs: An Honest Look at Protection at a Cost
Looking for a way to grow your portfolio, while minimizing how much you can lose in the market? Who would say no? A growing number of financial products have been designed and adopted by investors over the last few years to do just...
Read MoreWhat the "One Big Beautiful Bill" Means for Investors
What the "One Big Beautiful Bill" Means for Investors July 8, 2025 After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4. This new budget is far-reaching,...
Read MoreHow to Balance Risk and Opportunity in Today's Markets
Global markets have experienced turbulence amid escalating trade tensions between major economies. As China implements counter-tariffs, investors worldwide are showing increased caution, leading to declining stock markets and rising...
Read MoreTariffs, Tech, and Turning Tides: A Market in Flux
MARKET COMMENTARY - MARCH 5,2025 Tariffs, Tech, and Turning Tides: A Market in Flux As a new round of tariffs went into effect on a wide-range of goods and some disappointing economic data points were released, markets were sent on a...
Read MoreTariff Talk
Recent tariff announcements have sparked client questions about market volatility and inflation risks. By examining certain data from President Trump’s first term, we gain perspective and can better understand how tariffs might impact...
Read MoreSmart Alternatives to Money Market Funds: Maximize Your Cash as Interest Rates Drop
Smart Alternatives to Money Market Funds: Maximize Your Cash as Interest Rates Drop As interest rates begin to come down, many investors are reassessing where to park excess cash. For some time, money market funds, high-yield savings...
Read MoreWeathering the Storm: Financial Planning Tips for Economic Uncertainty
Weathering the Storm: Financial Planning Tips for Economic Uncertainty Economic downturns are a natural part of the financial cycle, and while they can feel disruptive, they don't have to spell financial disaster. By taking proactive...
Read More2024 Independent Broker-Dealer Survey: The IBD Universe And Its Systemic Evolution
FA Magazine 2024 Independent Broker-Dealer Survey: The IBD Universe And Its Systemic Evolution APRIL 4, 2024 • ERIC RASMUSSEN There’s a concept in evolution called “punctuated equilibrium,” when long periods of stability and slow...
Read MoreHow AI Can Make You a Video Star (at Least With Your Clients)
https://www.barrons.com/advisor/articles/how-ai-can-make-you-a-video-star-at-least-with-your-clients-cef80ac5 How AI Can Make You a Video Star (at Least With Your Clients) By Tom Taulli Aug. 17, 2023 2:42 pm ET Ryan Salah, a...
Read MoreAsk an advisor: I'm having a baby. How should I financially prepare?
https://www.financial-planning.com/list/ask-an-advisor-im-having-a-baby-how-should-i-financially-prepare Ask an advisor: I'm having a baby. How should I financially prepare? By Nathan Place January 4...
Read More5 ways advisors can cement client relationships with gifts and gratitude
https://www.financial-planning.com/list/5-ways-advisors-can-thank-clients-with-gifts-and-gratitude 5 ways advisors can cement client relationships with gifts and gratitude By VictoriaZhuang November 22, 2023...
Read MoreThis simple move could be worth millions for wealth management firms
WEALTHMANAGEMENT This simple move could be worth millions for wealth management firms By Victoria Zhuang July 07, 2023, 6:47 p.m. EDT "People are interested in what I would...
Read MoreThe tried and true 60/40 portfolio is making a comeback this year after cratering in 2022
https://www.cnbc.com/2023/08/17/the-tried-and-true-60/40-portfolio-is-making-a-comeback-this-year.html The tried and true 60/40 portfolio is making a comeback this year after cratering in 2022 PUBLISHED THU, AUG 17 20231 : 12 PM...
Read MoreMost Advisors Planned for Student Loan Payments, Despite Biden Plan
Check out this informative article regarding IRA's with quotes from one of our lead advisors, Ryan Salah, CFP®, CPWA®Most Advisors Planned for Student Loan Payments, Despite Biden PlanPersonal feelings aside, most advisors...
Read MorePreserving Your Purchasing Power: 5 Ways to Beat Inflation in 2023
Preserving Your Purchasing Power: 5 Ways to Beat Inflation in 2023Inflation is a continuous concern for individuals looking to protect their hard-earned money. In 2023, it becomes even more crucial to safeguard your finances against...
Read MoreDebt Limit 101: Understanding the Consequences of America's Borrowing
The United States government is currently facing a major economic challenge: the debt limit. What is it, and what does it mean for the country's finances?The debt limit, also known as the debt ceiling, is a cap on the amount of money...
Read MoreThe ‘holy grail’ of investing accounts: How IRAs can boost your retirement savings
Check out this informative article regarding IRA's with quotes from one of our lead advisors, Ryan Salah, CFP®, CPWA®The 'holy grail' of investing accountsThe ‘holy grail’ of investing accounts: How IRAs...
Read MoreExploring the Advancements and Ethical Concerns of Artificial Intelligence
Artificial Intelligence (AI) has revolutionized the world, bringing numerous benefits to society. One of the most significant advantages of AI is its ability to automate repetitive and mundane tasks, freeing up time for humans to focus...
Read MoreThe herd mentality: How to avoid following the crowd in investing
The herd mentality in investing refers to the tendency for individuals to follow the crowd and make investment decisions based on what others are doing, rather than doing their own research and analysis. This can lead to poor...
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