
But what does that actually mean? In this podcast, Greg Reid reflects on a few experiences and the value of the plan in helping clients live the life they want to lead.

Q1 2025 Market Commentary
Markets got off to a strong start in 2025, with US equities, building on last year’s momentum. Continued excitement around…

Bassline Episode 20
In this episode of Bassline, David Wallace speaks with Lance Peltz about the global economic landscape, focusing on recent developments…

Episode 19 – The impact of the US election result with Lance
In this episode, Dave and Lance break down the 2024 U.S. presidential election results, which saw Donald Trump secure a…