The AI Race to Dominance
The third quarter’s market strength was driven by what we call the AI Race to Dominance, the strategic imperative for the
Daniel Trgovich, CFA
October 15, 2025
The third quarter’s market strength was driven by what we call the AI Race to Dominance, the strategic imperative for the
The second quarter reminded investors that volatility, while uncomfortable, often sets the stage for opportunity. That belief has long been
Navigating 2025: Partnering for Success in a Cold StartThe start of 2025 has brought chilly and snowy weather across Texas,
As I was signing client anniversary cards for the month of August, my engineering brain noticed an increasing number of “WOW”
The stock market pulled back earlier this week after an inflation reading that came in hotter than expected. Year-over-year inflation
The SECURE ACT 2.0 was signed into law on December 29th, 2022 and included almost 100 rule changes that affect
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