Insights and Guidance

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.

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Insights
Apr 24, 2026

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...

The Big Picture
Apr 24, 2026

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...

The Big Picture
Mar 31, 2026

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...

Beyond the Plan
Mar 23, 2026

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....

Insights
Mar 06, 2026

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...

The Big Picture
Feb 13, 2026

 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,...