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Explore our latest thinking on today’s most critical issues.

We share our industry expertise on topics to help you make informed decisions when it comes to you financial future

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Q1 2024 Market Commentary

Q1 2024 Market Commentary

May 3, 20243 min read

In this Q1 2024 Tall Oak Capital Advisor Client Report, we highlight the pivotal role of Powers of Attorney, discuss market highlights, the impact of AI adoption, and portfolio positioning. At a glance Wealth Advisory Highlight – Powers of Attorney…

Wealth Advisory Highlight – POA (Powers of Attorney)

Wealth Advisory Highlight – POA (Powers of Attorney)

May 7, 20249 min read

In January of this year, a White Coat Black Art…

Q1 2024 Market Commentary

Q1 2024 Market Commentary

May 3, 20243 min read

In this Q1 2024 Tall Oak Capital Advisor Client Report,…

2023 Market Commentary

2023 Market Commentary

Feb 20, 20243 min read

In 2023, our cautious approach protected client value amidst global…

Q3 2023 Market Commentary

Q3 2023 Market Commentary

Nov 14, 20232 min read

Global equities declined over the quarter despite strong gains in…

Navigating the New Tax Landscape: Intergenerational Farm Transfers and Bill C-208

Navigating the New Tax Landscape: Intergenerational Farm Transfers and Bill C-208

Oct 17, 20239 min read

Transferring a family farm business to the next generation can…

Q2 2023 Market Commentary

Q2 2023 Market Commentary

Aug 1, 20233 min read

Following a strong Q1 performance, global markets continued their upward…

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