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Kara Murphy | Screenshot of Kara Murphy from Money with Murphy program discussing the topic of China and Its Struggle to Reignite

Money with Murphy – China: Struggle to Reignite

Money with Murphy | China: Struggle to Reignite, with Kara Murphy, Chief Investment Officer of Kestra Financial
A closeup of a US hundred dollar bill (Benjamin Franklin side)

Markets In A Minute | The Impact of Interest Rates on the Economy: How Long and How Variable?

Today we so often hear central bankers discuss “long and variable lags” in monetary policy that it almost appears cliché. But it wasn’t always understood that way.
The San Diego Conversation on Board Diversity IN-PERSON STRATEGIC NETWORKING EVENT

Proud Sponsor of

In-Person Strategic Networking Event October 26, 2023 | 5:30 pm to 8:00 pm PT | Venue: Mintz office
Roll of I Voted Stickers on a white background as a general subject for the blog on Presidential Elections and the Stock Market

Markets In A Minute | Presidential Elections and the Stock Market

Like every previous election, the state of the economy and financial markets will be a hot topic of debate among voters and candidates alike.
Scans of old newspaper articles about AI, sourced from the Pessimists Archive Newsletter

Markets In A Minute | How Can Investors Benefit from AI?

With the introduction of ChatGPT and other tools that harness artificial intelligence, a new technological revolution has begun, like it or not.
Market Outlook Webinar

Market Outlook Webinar | CWT & BlackRock

This year has presented us with a number of challenges that continue to have a meaningful impact on our investments. As 2022 comes to a close, what might be in store for financial markets?
2022 YEAR-END TAX PLANNING CHECKLIST

2022 Year-End Tax Planning Checklist

We're approaching the end of 2022, which means tax season is right around the corner. To help you prepare for this coming tax season, we've put together a year-end tax planning checklist to keep you organized & on track.
Planning for Tax Year End Charitable Giving

Planning for Tax Year End | Charitable Gifting

As the year draws to a close, you and your accountant may decide that itemizing deductions can be the right strategy for you.
Money with Murphy – Mid-term Elections | CWT Blog

Money with Murphy – Mid-term Elections

Money with Murphy Episode 32: Mid-term Elections with Kara Murphy, Chief Investment Officer of Kestra Financial
Retiring as a Small Business Owner | 5 Key Steps

Retiring as a Small Business Owner | 5 Key Steps

Planning for retirement as a small business owner comes with its own set of challenges, and the earlier you begin preparing for the transition, the better.