The Monthly Commentary – May 2025
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
13
05, 2025
1
05, 2025
Episode 25: The Golden Age of Gold Investments | with John Ing
In this conversation, John Ing discusses the dynamics of gold as an investment, its historical context, and the factors influencing its price, including geopolitical tensions, U.S. economic policies, and central bank activities. He emphasizes gold's role as a store of value and a hedge against inflation, while also addressing the [...]
17
04, 2025
Episode 24: Phishing: The Anatomy of a Cyber Attack | With Roman Zubrytsky
In this podcast episode, Dave MacNicol and cybersecurity expert Roman Zubrytsky discuss the critical importance of cybersecurity in today's digital landscape. They explore the tactics used by cyber criminals, including phishing scams and social engineering, and outline the phases of a cyber attack. Roman emphasizes the need for organizations to implement robust [...]
14
04, 2025
MacNicol & Associates Highlights Landmark Acquisition by ICM Crescendo Music Royalty Fund
Mariah Carey’s “All I Want for Christmas Is You” TORONTO, Canada, April 4, 2025 (EZ Newswire) -- MacNicol & Associates Asset Management (MAAM) is pleased to spotlight a landmark addition to the ICM Crescendo Music Royalty Fund, a partner within MacNicol’s Alternative Trust. The fund has officially acquired rights to Mariah Carey’s iconic holiday [...]
3
04, 2025
Episode 23: Executor Choices: Personal vs. Corporate | with Ian Hull
In this podcast episode, Ian Hull, a seasoned estate planning lawyer, discusses the intricacies of estate planning, including the importance of updating wills, choosing executors, and understanding powers of attorney. He emphasizes the need for organization and communication among advisors, as well as the impact of family dynamics on estate planning. The conversation [...]
3
04, 2025
Liberation Day
All eyes were on President Trump and his cabinet on Wednesday as pending tariffs were to be announced. We have seen what could come over the last few months, yet no analyst had an inside scoop. Just a day before ‘Liberation Day’, there were rumors that Trump was being forced to soften his tariffs [...]
1
04, 2025
Episode 22: Sector Performance: Insights and Implications
This conversation provides a comprehensive overview of the current state of the real estate market, focusing on the Crossroads Square property in Jacksonville, Florida. It discusses tenant changes, financial implications, market analysis, and sector performance, while also touching on global market insights, emerging markets, and government spending. The discussion highlights the importance [...]
31
03, 2025
Capacity Design Framework to Balance Prospecting and Client Serving
For seasoned advisors who’ve already built a solid book, the next level of growth doesn’t come from more hustle. It comes from architecture — deliberately engineering your practice to scale without eroding the high-touch service your reputation is built on. If you're feeling the tension between nurturing new opportunities and serving existing clients with [...]
20
03, 2025
Episode 21: Market Trends in Logistics and E-commerce
This conversation provides a comprehensive update on market performance in 2024, discussing key economic factors, risk assessments, and investment strategies. The speakers analyze market valuations, speculation trends, insider trading behaviors, and the implications of inflation on future investments, particularly in gold and silver. They emphasize the importance of stock selection amidst a growing trend towards passive investing and highlight the potential challenges posed by global conflicts and economic uncertainties.
17
03, 2025
MacNicol & Associates Comprehensive Video
MacNicol & Associates has set up shop in North Miami Beach, Fla. as part of a new strategy looking to pierce the US RIA market. MacNicol himself is on the hunt for local advisor talent in a bid to grow out the practice.
