BMO Wealth Management - U.S.

The world is in a tricky spot given the depth and breadth of change introduced in the past two months. Deciphering what endures versus what reverts will require patience and time. For investors, a cast-iron stomach, along with broad diversification, should be helpful as markets are likely to remain roiled until new trends are firmly established. More from Carol Schleif, CFA, FSA, chief market strategist, in this week’s Weekly Strategy Perspective. https://spr.ly/60410V6RR

Listen to the full episode here: https://spr.ly/60440r3S6 As we celebrate Women’s History Month, we are highlighting the achievements of Rashi Arora Khosla, a wife, mother of two, an enterprise architect, and the driving force behind MARS Solutions Group. She founded MARS Solutions Group with bootstrap capital and grew it into a thriving multi-million-dollar business within just four years.

"We do think within a couple months there will be more clarity in terms of what the landscape looks like, what the overall tariff outlook is,” says Yung-Yu Ma, Ph.D., chief investment officer. More on tariffs, DOGE layoffs, and equity markets in this week’s Mid-Week Market Update. https://spr.ly/60470Obh3

Equity markets in both the U.S. and Canada are being rattled by a combination of tariffs and, at least in the case of the U.S., convergent factors including DOGE cuts and softening economic data. Read more from Yung-Yu Ma, Ph.D., chief investment officer https://spr.ly/60480MdYg

Listen to the full episode here: https://spr.ly/60450KKsc As we celebrate Women’s History Month, we are highlighting the achievements of Candace Klein, a highly respected business and civic leader. She is the President of Klein Contracting, as well as the Co-founder and CEO of Meta Team, LLC, the first and only national women-owned roofing company! Candace is dedicated to building community through her work and service, and helped create the first accredited university course in roofing for construction management.

Listen to the full episode here: https://spr.ly/60440DNk6 As we continue to celebrate Women’s History Month, we’re highlighting the achievements of Sarlina See, the Chief Financial Officer of Penske Media Corporation. Sarlina has over 25 years of financial experience in Fortune 500 companies and has worked in various finance roles and in multiple industries. We were honored to have her on the Thrivefecta podcast to share her journey to the United States and the practical wisdom she’s gained through her storied life experience.

Join us in welcoming Mehdi Emrani to his new role as managing director, BMO Wealth Management! With his extensive knowledge of the greater Los Angeles market, coupled with his expertise in wealth and commercial banking, Mehdi brings the insight and leadership to drive growth and success to the market.

Our natural wiring prompts us toward a desire for instant (and all-too-often hyper emotional) reaction to breaking news. Yet we are the only species blessed with the ability to pause before responding. Training ourselves to use that space to inform our decision making can help soothe short-term nerves and set the tone for wiser long-term investment decisions. More from Carol Schleif, CFA, FSA , chief market strategist, in this week’s weekly strategy perspective. https://spr.ly/6044LfIy4

Carol Schleif, CFA, FSA, chief market strategist, joins CNBC’s ‘Money Movers’ to discuss how investors should think about tariffs, as well as her overall view on how the market has changed, and much more. https://spr.ly/6044LNuTw

This Women's History Month, we're highlighting the incredible work of Katrina Markoff, an award-winning entrepreneur, visionary chocolatier, and the founder of Violet Flame Chocolate. Katrina has been named Women Entrepreneur of the Year by Entrepreneur Magazine, honored in Fortune’s 40 Under 40, and recognized as the innovator in chocolate to lead the U.S. through the next 30 years by Food & Wine Magazine! We were honored to have her on the Thrivefecta podcast to share her journey. https://spr.ly/6042LFFOg