On May 22, 2026, a new era of leadership began at the Federal Reserve. Kevin Warsh succeeded Jerome Powell as the 17th Chair of the Federal Reserve, while Powell remains […]

The second quarter of 2026 was filled with records. A semiconductor index had its best quarterly return ever, putting it on pace for the best year since 1999, and leaving […]

In the first quarter Wealth Report, we discussed how the outbreak of war in Iran and closure of the Strait of Hormuz upended the rate-cut narrative and sent Treasury yields […]

For most of your working life, the financial goal was straightforward: save more than you spend, invest wisely, and let time do the rest. But the skills that make someone […]

The conflict in Iran has caused many negative repercussions, from recession and inflation fears due to the nearly 100% spike in oil prices year-to-date, to the overall economic uncertainty caused […]

For the better part of three years, the S&P 500 has not really been an index of 500 stocks. It has been an index of roughly ten, with 490 other […]

In the fourth quarter Wealth Report, we highlighted how three consecutive years of declining Treasury volatility had brought a sense of calm to bond markets. There was a feeling of […]

For many high-net-worth families, structuring an intrafamily loan can be a highly beneficial, yet often overlooked planning strategy. In this article, I present three distinct ways an intrafamily loan can […]

Excluding a sharp and brutal 20% correction in the spring, which pushed most asset classes deeply into a performance hole, 2025 was a relatively low-volatility year. All major asset classes […]

For one reason or another, gold tends to be an investment that elicits a wide range of opinions. Ask investors for their opinions on other metals beyond gold and you’re more […]