Read our latest white paper, co-authored by COO Michael J. Bennicelli, II , CFA and Managing Partner Stephen Weitzel , CFP ® . Choosing a financial advisor can be a chore. This white paper serves to help investors make an informed decision when selecting a financial advisor or advisory team. It offers guidelines and examples of open-ended questions we believe would be relevant in the interview process. We often see questions floated on social media where individuals are looki

Reveille is hosting a Tax Shelter Workshop! Sign up by clicking the image below. Join us on Tuesday, March 11th for our Tax Shelter...

Tech Stock Scare DeepSeek Raises Concerns About U.S. AI Dominance In early February, Chinese company DeepSeek released new AI technology that rattled the American stock market. DeepSeek’s AI is said to be more efficient than leading American-owned AI, and it can be produced at a fraction of the cost. The news caused an immediate reaction in the markets; the S&P 500 and the NASDAQ both suffered significant drops. Things eventually leveled out, but this example should give paus