Videos
Second Quarter Q&A with Phil Blancato
Wednesday, July 29, 2026
This discussion covers key market topics, including mega-IPOs, oil and geopolitical risks, the Fed's outlook, first-half market surprises, and midterm election volatility.
2026 Mid-Year Economic Summit with Charles R. Green
Thursday, May 28, 2026
Charles Green shares a mid-year market and tax update, covering 2026 market volatility, inflation, interest rates, and bond yields. He discusses recent S&P 500 swings, the Fed’s outlook, potential market corrections, and the importance of staying diversified and focused on long-term investing. The update also previews year-end tax planning opportunities and proposed tax law changes.
First Quarter Market Q&A with Phil Blancato
Tuesday, April 28, 2026
We are pleased to share our latest Quarterly Economic Insights video, featuring a conversation with Phil Blancato, President & CEO of Ladenburg / Chief Market Strategist at Osaic.
1Q 2026 Virtual Economic Update
Monday, April 20, 2026
As 2026 began, equities carried forward strong momentum, supported by expectations of rate cuts and continued growth. Click the Video to learn more
Ongoing Conflict In Iran
Thursday, March 12, 2026
Phil Blancato and his portfolio management team are discussing the ongoing conflict in Iran and its potential impact on the markets. Given the recent geopolitical developments, we have noted their effect on energy prices and global markets.
Managing Your Wealth in 2026 Virtual Economic Update
Wednesday, March 4, 2026
As we move further into 2026, investors are navigating a financial landscape shaped by evolving economic conditions, interest rate changes, and continued market opportunities.
Quarterly Market Insights Q&A w/Phil Blancato
Thursday, January 29, 2026
We are pleased to share our latest Quarterly Economic Insights video, featuring a conversation with Phil Blancato, President & CEO of Ladenburg / Chief Market Strategist at Osaic.
4Q 2025 Virtual Economic Update
Wednesday, January 28, 2026
A 4Q 2025 market update from Charles R. Green, covering new equity highs, easing inflation, monetary policy shifts, and why long-term perspective and discipline remain essential as we move into 2026. Please watch our video.
Quarterly Market Q&A With Phil Blancato
Tuesday, November 18, 2025
We are pleased to share our latest Quarterly Economic Insights video, featuring a conversation with Phil Blancato, President & CEO of Ladenburg / Chief Market Strategist at Osaic.