Our blog features thought leadership on market and economic trends, investment themes, tax and estate planning strategies, portfolio insights, media features, and other perspectives to help investors stay informed.
Dear Valued Clients, At Marnoa, we believe that transparency and thought leadership are cornerstones of the trust we work to earn every day. Part of how we live that commitment is...
Dear Valued Clients, I hope this message finds you well. Last Thursday, April 16, 2026, I had the pleasure of appearing on BNN Bloomberg’s The Street for the full hour as a cohost...
Heading into 2026, the setup for investors was, by most measures, encouraging. Global real GDP was expected to grow by roughly 3.0%, corporate earnings were rising and broadening across sectors and...
Tax season is here, and many people are asking the same thing: “How can I pay less tax?” The answer often comes down to understanding two powerful tax tools—deductions and credits....
Dear Valued Clients, The past week has brought significant developments in the Middle East that warrant a clear-eyed assessment. On February 28, the United States and Israel launched an air campaign...
It was a great opportunity to join the BNN Bloomberg Market Call team on Friday, February 13, 2026, sharing my latest views on North American equities. Amid ongoing market debates,...