FINRA Elderly Abuse Report In May 2024, the Financial Industry Regulatory Authority (FINRA) released a comprehensive document on protecting senior ... Continue Reading
Politics and Fundamentals
Dear Friend: Every four years as the U.S. Presidential election approaches, clients often express concerns about how to position their portfolios, ... Continue Reading
Unleashing the Potential of AI in Your Portfolio: Implementations from JP Morgan Chase, Royal Caribbean, and Walt Disney
Dear Friend: Artificial Intelligence (AI) continues to reshape industries, driving innovation and transforming traditional business models. In this ... Continue Reading
Fundamental Research with Contrarian Strategy
Dear Friend: Last year, the S&P 500 index was led by the outperformance of the Magnificent Seven (Apple, Amazon, Google, Meta, Microsoft, Nvidia, ... Continue Reading
Don’t Fall For These Traps!
Dear Friend: Over the years, we have communicated with you through the Noesis quarterly newsletters, in-person meetings, and phone calls regarding ... Continue Reading
Expat Series 1: Cross-Border Financial Planning
Whether you’re an American planning to relocate to Europe or if you’re already residing in the EU for work or retirement, there are multiple expat ... Continue Reading