Team Insights

Our team is connected with leading experts in all areas of wealth management, including investment management, tax planning and more. In addition to being regularly featured in national media outlets, we have the below insights available for you:

The Road to November: Election Insights From Strategas

After a summer filled with groundbreaking events, the race for the presidency is extremely close. At a recent Baird event, Dan Clifton, Head of Policy Research at Strategas, shares a framework with which to view the election, and outlines the key issues that will impact clients in the years to come.