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Updating retirement account beneficiaries is crucial to avoid unintended asset distribution, legal issues, and tax implications. Act now to protect your legacy.

WHAT MATTERS NOW: Results Years in the Making

Sean Lawless, CFA

Wednesday, February 25, 2026

In our latest installment of What Matters Now: Results Years in the Making, Tom Winnick and Sean Lawless walked through the long‑term themes shaping our portfolio—highlighting how structural shifts in monetary and fiscal policy,...

Learn about the 2026 updates to 401(k) and IRA contribution limits, including changes for high earners and new rules for catch-up contributions.

The discussion highlighted ARS performance, AI-driven investment themes, a U.S.-tilted equity outlook, selective emerging-market exposure, and how global economic and geopolitical risks may create both challenges and opportunities.

WHAT MATTERS NOW: Accelerating Disruption, Enduring Opportunity

Stephen Burke

Monday, December 22, 2025

Watch a year-end conference call with Stephen Burke, Managing Partner of ARS, and Greg Kops, Portfolio Manager, as they reflect on the past year and give our thoughts on the coming year ahead. //

Accelerating Disruption is Masking Investment Opportunities - The ARS November 2025 Outlook

Key Takeaways Caring for aging parents is a growing reality for many Americans. The number of family caregivers in the U.S. has jumped to 63 million, a 45 percent increase over the past decade, making 1 in every 4 Americans a...

ARS Portfolio Managers Ross Taylor and Greg Kops discuss the common concern of market overvaluation and the ARS Focused All Cap Strategy in "Finding Opportunities Away from the Crowd."

🍼 Did you know the new tax law creates a federally backed investment account—the “Trump Account”—for every American baby born between 2025 and 2028? 🤔 FAQs: Q: When does this start? A: The program launches in 2026, with funds...

ARS Core Equity: Lower Multiples, Higher Growth, and Attractive Dividends

Sean Lawless, CFA

Thursday, October 2, 2025

ARS's Portfolio Manager, Sean Lawless, and Director of Business Development, Tom Winnick, discuss our Core Equity strategy.

If you’ve found yourself stepping into a more active role in your parents’ financial lives, you’re not alone. Some of us are helping aging parents navigate everything from healthcare decisions to bill payments—and increasingly, we’re...

In This Outlook •Despite trade tensions, tariffs, and political uncertainty, the U.S. economy remains resilient, fueled by innovation, AI adoption, and record levels of capital investment.•China faces mounting structural...

Dr. Ed Yardeni, of Yardeni Research, and Managing Partner of ARS Investment Partners, LLC, Stephen Burke, discuss the investment implications being halfway through the 'Roaring 2020s."

ARS' Managing Partner, Stephen Burke and Dr. Ed Yardeni, President of Yardeni Research discuss the investment implications of the Trump Administration's first 90 + Days. Watch Here: What Matters Now: Reflections from the First 90+ Days

In This Issue:  • Global Uncertainty from Tariffs • What is Changing for the World?  • The Investment Implications of a Disorderly World

Tax season brings a new wave of identity theft risks, with criminals ready to exploit your personal data to file fraudulent tax returns in your name. Imagine the shock of discovering that a criminal beat you to filing your...

Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we've seen how it can play a crucial role in our clients' overall financial strategy, regardless of their income...

In this issue: Why ARS views the US economy favorably Megatrends defining generational opportunities The Great Debate – Will big tech get a return on AI investment Investment Implications Download PDF “The S&P 500 has risen...

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Watch the Discussion with Tom Winnick, Director of Business Developoment with ARS, and Peter Wayne, General Counsel Member of Advocacy Trust on the link provided.

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EXECUTIVE SUMMARY “Despite gloomy predictions, the global economy remains remarkably resilient, with steady growth and inflation slowing almost as quickly as it rose. The journey has been eventful, starting with supply-chain...

WHAT MATTERS NOW: Finding Opportunities Where Others May Not

Arnold R. Schmeidler

Thursday, May 2, 2024

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EXECUTIVE SUMMARY The global economy is undergoing tremendous changes requiring investors to step back and take a fresh look at their portfolio positioning. The complexity of the current environment is challenging traditional...

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EXECUTIVE SUMMARY Following last year’s strong market performance, U.S. investors should see equity markets continue their upward trend, but it will not be a straight line. The outlook for the next 12 months will likely be determined...

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