As we approach 2025, what can investors expect from U.S. stocks and the global markets in the new year?

Mark Riepe highlights key updates to tax policy in 2024 and offers helpful year-end tax-planning moves.

Host Mark Riepe, joined by his team and past guests of 2024, explores the impact of gratitude on our long-term perspective through personal stories and academic research.

Host Mark Riepe is joined by Senior Wealth Advisor Stephanie Shadel to explain holistic wealth management and the importance of understanding clients' personal histories and preferences.

Mark Riepe is joined by Michael Townsend to discuss the cognitive and emotional biases that influence political decision-making and unpack the gap between campaign promises and legislative realities.

Austin Jarvis joins Mark Riepe to discuss succession planning for business owners and the unique challenges faced when keeping a business in the family or selling to a third party.

Mark Riepe and Susan Hirshman discuss how to prepare for the responsibilities, costs, and emotional attachment that come with bringing home a pet.

Austin Jarvis speaks with Mark Riepe about the complications of estate taxesand what to do if the estate tax exemptions change in 2026.

Mark Riepe is joined by Rob Williams and Susan Hirshman to examine one of the most critical retirement decisions: When should you take Social Security?

Mark Riepe explains the cognitive and emotional biases that show up across different Olympic choices and judgments and the lessons we can glean from them for our own financial decision-making.