INSIGHTS

Your Life, Your Legacy, Our Guidance

Resources to help individuals, families, business owners, and institutions pursue their financial goals and secure their legacy

October 31, 2026

Facts Versus Frets

The economic and profit payoff from the AI buildout has provided investors with nearly ...

Read More
October 3, 2026

New Highs Are Nigh

For all the macro turmoil experienced within the third quarter, the US stock market ended the ...

Read More
September 25, 2026

Chairman David Waddell on Fox Business

Coastal Bridge Advisors Chairman David Waddell joins Fox Business' Making Money to discuss next ...

Read More
September 12, 2026

Visiting the Oracle of Austin

Markets rallied to end the week despite a hot inflation number, higher rate hike expectations, $100 ...

Read More
August 29, 2026

Now Compute the Returns

This bull market just received a one-year extension based upon NVIDIA's earning release this week. ...

Read More
August 23, 2026

Why So High?

Disruption and confusion in the Treasury markets driven by higher yields and Treasury interventions ...

Read More
August 8, 2026

A New High to Justify

The recent theatrics among semi stocks offer a cautionary tale for those inclined to chase ...

Read More
July 28, 2026

David Waddell on Schwab Network

David Waddell joins Nicole Petallides on Schwab Network to share his outlook for the second half of ...

Watch Now
July 10, 2026

Letter From Our New Chairman & Chief Investment Strategist, David Waddell

I am proud and humbled as the new Chairman and Chief Investment Strategist for Costal Bridge ...

Read More
June 12, 2026

Mr. Warsh Meets the Market

Next Wednesday, the market will hear from the new Chairman of the Federal Reserve, Kevin Warsh. ...

Read More
June 2, 2026

David Waddell joins In The Nasdaq

David Waddell joins In The Nasdaq with Gregg Greenberg to discuss current market and economic ...

Watch Now
June 1, 2026

David Waddell joins CNBC's Power Lunch

David Waddell joins CNBC’s Power Lunch to discuss current market and economic developments.

Watch Now
May 30, 2026

When Super-Cycles Meet Super-Sized Expectations

Markets hit new highs again this week on robust earnings reports and record repricing’s. The size ...

Read More
May 8, 2026

The Market Beneath the Market

While we often talk about “the market” it’s just a sum of the parts. The parts themselves carry ...

Read More
May 8, 2026

The One Data Point That Rules Them All

Despite the ceasefire, the bellicose rhetoric has risen with Iran. Oil prices hit war-time highs ...

Read More
April 18, 2026

Markets at Record Highs: The Math Behind Earnings Growth and Market Valuations

Over the past six weeks we have tried to ground investors in reality rather than rhetoric. During ...

Read More

Stay Informed.

Get timely insights on markets, financial planning and wealth management delivered to your inbox.