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 […]

The year 2025 was, obviously, exceptionally atypical. Yet despite the plethora of challenges and concerns, be it the fiscal health of the federal government, periods of extreme volatility, the on […]

When Congress enacted the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, it delivered the most extensive federal tax changes in years. Beginning in the 2025 and 2026 […]

Is today’s U.S. stock market riskier than the top of the internet bubble in 2000? While 2025 bulls point to a lack of a frothy IPO market, 2025 bears point […]

The U.S. dollar (USD) has experienced a historically bad year. Its return through the first half of the year was the worst in over 50 years. Through the third quarter, […]

The September Federal Reserve Open Market Committee (FOMC) meeting delivered a widely expected 0.25% rate cut and underscored the deep divisions within the Federal Reserve (“the Fed”) as they transition […]

Building wealth is a long-term endeavor. It takes discipline, foresight, and consistent effort. Yet, as much as we plan, unexpected risks can derail even the most well-structured financial strategy. A […]