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102 results from “wealth transfer”

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Weekly Strategy Perspectives - Breathe

Week ending 03-07-2025. The Through Line: Our natural wiring prompts us toward a desire for instant (and all-too-often hyper emotional) reaction to …

CAROL SCHLEIF, CFA, SASB-FSA
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Weekly Strategy Perspectives - Industrial Renaissance

As AI captures headlines, a convergence of industrial innovation, infrastructure renewal, and geopolitical disruption is quietly reshaping the macro …

CAROL SCHLEIF, CFA, SASB-FSA
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Weekly Strategy Perspectives - Nuggets versus Noise

Week Ending 02-06-2026. Despite turbulent headlines and brief market volatility, a steady fundamental resilience has underpinned global economies an…

CAROL SCHLEIF, CFA, SASB-FSA
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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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Weekly Strategy Perspectives - Surprise, Surprise

Week Ending 12-18-2025. Surprise delights writers—but rattles investors, and 2025 had plenty; here are the biggest shocks and lessons for the year ah…

CAROL SCHLEIF, CFA, SASB-FSA
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Weekly Strategy Perspectives - The Fed’s Duel(ing) Mandate

Week Ending 11-25-2025. The Fed faces a tough decision as its dual mandate of price stability and full employment collides amid messy data and heigh…

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Why can’t we all just get along?

Overcoming family dynamics in legacy planning — In the final steps of what seemed like a successful legacy planning process for a large family busine…

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Beyond the Portfolio - AI’s Impact on Individuals and Their Financial Lives

Pratik Patel, Head of Wealth Planning at BMO Wealth Management and Bill Kavanaugh review how AI is already reshaping how financial decisions are ana…

PRATIK PATEL
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BMO for Women Survey: The State of Financial Planning for Business Owners

How do women think about their wealth? What’s different about the way female business owners and company decision makers plan for various finan…

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2025Q3 - Quarterly Market Rundown: I Can See (More) Clearly Now

The third quarter was a good one for financial markets as investors received notable clarity on burning questions regarding the trade war, the job ma…

DAN PHILLIPS, CFA®