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99 results from “regulatory policy”

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Special Market Update - Alternative Currency Carnage

02-06-2026. Gold and Bitcoin have fallen sharply as a firmer U.S. dollar and expectations of less dovish monetary policy reduced their appeal.Alterna…

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Weekly Strategy Perspectives - Still Nauseously Optimistic

Week Ending 02-20-2026. Rapid policy shifts and fast‑moving technology have made the past year disruptive yet full of opportunity."There is noth…

CAROL SCHLEIF, CFA, SASB-FSA
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Beyond the Portfolio Podcast: U.S.- Canada Trade Relations

In this episode, recorded 10-20-2025. Host Mike Miranda, Head of Investments for BMO Private Wealth North America, sits down with Aaron Goertzen, Se…

MICHAEL MIRANDA, CFA®
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Beyond the Portfolio -The One Big Beautiful Bill - Wealth Planning Implications

In this episode, We're recording this on Monday, July 14th, and I'm excited to be joined today by Pratik Patel, U.S. Head of Planning for BMO Wealth…

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Breaking down the impacts of the One Big Beautiful Bill

On July 4, 2025, President Donald Trump signed into law the “One Big Beautiful Bill Act” (H.R.1), While over 900 pages, the following summary address…

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December Monthly Portfolio Pulse - 2026 Outlook: Why Stop Now?

12-16-2025. Strong 2025 market momentum is expected to carry into 2026 despite ongoing risks.2026 Outlook: Why Stop Now? Despite a number of marke…

DAN PHILLIPS, CFA®
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From Start Up to Scale Up: Capital Strategies for Every Stage

Raising capital is one of the most important aspects of launching and scaling a successful business. While there are many potential sources of fundi…

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Guide to navigating end-of-life planning with an elderly parent

Preparing for the possibility of losing a parent is difficult to reckon with. In addition to navigating the emotional distress, there are also loomin…

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How to manage your personal wealth like a business

As a business owner, you wouldn’t operate without a clear vision and strategic plan. You wouldn’t embark on a new initiative without first reviewing …

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Insurance as a strategy for your business and family legacy

Building and running a successful business can be hugely rewarding, both personally and financially, but it comes at a cost.Building and running a su…