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Episode 19: From AI Investments to Energy Shake-Ups: Markets at a Glance
Episode 19: From AI Investments to Energy Shake-Ups: Markets at a Glance

Hosted by Jason Behr, partner, portfolio manager, and Accredited Investment Fiduciary at Morgan-Aly Wealth Management Group, this week’s episode reca…

1 year, 3 months ago

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Episode 18: Trump, Treasury, and the Hunt for Efficiency: Markets Brace for Impact
Episode 18: Trump, Treasury, and the Hunt for Efficiency: Markets Brace for Impact

Season 2 Episode 4

The markets are off to an electrifying start in 2025, but challenges loom on the horizon. In this episode of Market Matters, we dive into the week’s …

1 year, 3 months ago

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Stock Market Corrections
Stock Market Corrections

Season 2 Episode 3

This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any p…

1 year, 3 months ago

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2025 Outlook
2025 Outlook

Season 2 Episode 2

This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any p…

1 year, 4 months ago

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Market Matters - 2024 Year in Review
Market Matters - 2024 Year in Review

Season 2 Episode 1

In this special New Year episode of Market Matters, Jason Behr recaps the market highlights of 2024 and shares insights for the year ahead. From the …

1 year, 4 months ago

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Episode 14: Tough Week on Wall Street
Episode 14: Tough Week on Wall Street

Season 1 Episode 14

This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any p…

1 year, 4 months ago

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Episode 13: Are We on the Brink of a Market Correction?
Episode 13: Are We on the Brink of a Market Correction?

Season 1 Episode 13

In this episode of Market Matters, Jason Behr, Partner, Portfolio Manager, and Accredited Investment Fiduciary at Morgan Aly Wealth Management Group,…

1 year, 4 months ago

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Episode 12: RMD Readiness: Avoid Year-End Tax Surprises
Episode 12: RMD Readiness: Avoid Year-End Tax Surprises

Season 1 Episode 12

In this episode of Market Matters, we’re diving into an essential topic for the year-end financial checklist: Required Minimum Distributions (RMDs). …

1 year, 5 months ago

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Episode 11: 🎯 Market Momentum & Year-End Planning: What You Need to Know
Episode 11: 🎯 Market Momentum & Year-End Planning: What You Need to Know

In this week's Market Matters, Jason Behr, Partner with Morgan-Aly Wealth Management Group, breaks down last week’s market performance.

As we head int…

1 year, 5 months ago

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Episode 10: Final Trump Trade
Episode 10: Final Trump Trade

Season 1 Episode 10

This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any p…

1 year, 5 months ago

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