Kluge Wealth Advisory Group

04/16/2026

As headlines continue to swirl around the conflict in Iran and evolving market conditions, we wanted to take a moment to provide our prospective with a special mid‑month edition of our market update video.

As headlines continue to swirl around the conflict in Iran and evolving market conditions, we wanted to take a moment to provide our prospective with a speci...

02/19/2026

In this market webinar, Conrad Kluge sits down with Wellington‑Altus Private Wealth Chief Market Strategist Dr. James Thorne for a wide‑ranging discussion on the rapidly evolving U.S. economic landscape, how investors should be positioned, and their outlook on artificial intelligence, crypto, and global markets.

In this market webinar, Conrad Kluge sits down with Wellington‑Altus Private Wealth Chief Market Strategist Dr. James Thorne for a wide‑ranging discussion on...

01/08/2026

In this month’s video, we recap December with a review of market and portfolio performance alongside a few housekeeping items. We also dive into some portfolio refinements coming in the new year and provide insight into our 2026 outlook.

In this month’s video, we recap December with a review of market and portfolio performance alongside a few housekeeping items. We also dive into some portfol...

10/15/2025

In this segment from our September update video, we review the skepticism surrounding today's investment landscape and its potential influence on the market moving forward.

In this segment from our September update video, we review the skepticism surrounding today's investment landscape and its potential influence on the market ...

10/01/2025

In this month’s video update, we wrap up September with a market update and a few housekeeping items. We also address the frequently asked questions from recent client conversations - covering topics such as market skepticism, inflation, recession and bubble concerns - and share how these factors are shaping our outlook.

In this month’s video update, we wrap up September with a market update and a few housekeeping items. We also address the frequently asked questions from rec...

08/08/2025

In the latest edition of our video, we wrap up the month of July with a portfolio update alongside a tips & traps segment and some frequently asked questions we've received during client conversations.

In the latest edition of our video, we wrap up the month of July with a portfolio update alongside a tips & traps segment and some frequently asked questions...

07/22/2025

We have some big news that we are growing!... not just your portfolios.

We are thrilled to announce that Kyle and his wife Devon have recently welcomed their new baby girl Savannah to their family.


Mom and baby are doing very well. Big brother Landen is flourishing in his new role and making sure everyone knows who his little sister is.

07/21/2025

In this FAQ segment from our June monthly update, we review our market outlook for the remaining year.

In this FAQ segment from our June monthly update, we review our market outlook for the remaining year.

07/16/2025

In the latest edition of our video, we wrap up the month of June with a portfolio update alongside frequently asked questions touching on the Trump agenda, stablecoins, geopolitical influences and an outlook moving forward.

In the latest edition of our video, we wrap up the month of June with a portfolio update alongside frequently asked questions we've received during client co...

06/18/2025

In our latest edition of the Client Connect video, Conrad provides a portfolio update alongside frequently asked questions we've received during client conversations surrounding our outlook for 2025 and the increase in recent portfolio turnover.

In this edition of the client connect video, we coved off changes we made to the portfolio along with some frequently asked questions about the outlook for 2...

05/20/2025

Thank you all to those who joined us live for our webinar where Conrad and Dr. James Thorne had a fireside chat to discuss the outlook for the rest of 2025, impact of Trump's tariff plan, views of a path forward for Canada with Mark Carney, and the AI industry.

Kluge Wealth Advisory Group - Webinar with Jim Thorne