To many investors, Private Equity and Private Credit carry an air of mystery and even excitement, given their highly compelling returns and restricted access. This attitude is not surprising, given that currently only slightly more than 3%…
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Financial Preparedness
As we approach the more active months of hurricane season, a crucial element that many Americans overlook regarding their financial security is their level of preparedness for an emergency or a natural disaster. Today, we…
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The Retirement Blindspot: Why “Average” Returns Can Be Deceptive
Same Average Return, Very Different Retirement Planning for retirement can seem daunting and full of unknowns, which makes being aware of the different risks and strategies to secure your future all the more important. Often,…
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Preparing for the Unexpected: The Case for Independent Credit
Imagine being 83 years old, managing your finances for decades, paying every bill on time, and suddenly being told you have zero credit history. We have seen many such cases over the years, and it…
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Market Rally Amid Turbulent Times
Throughout April, if you had only looked at news headlines surrounding current events in the Middle East and elsewhere, you likely would have assumed that markets would be doing poorly. Yet the reality of market…
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What Role Do Dividends Play in Your Portfolio?
What Can We Learn from Dividends? The ‘dividend question’ is one that many investors encounter along their journey, and they are often met with a slew of contradictory statements. This newsletter aims to clear up…
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Tariff Impact: Too Early to Tell? | March Newsletter
Tariffs have become part of everyday conversation for anyone who glances at the news these days. Ever since the Trump Administration rolled out its tariff policy in April 2025, just about everyone — from economists to…
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Artificial Intelligence: Is it in your portfolio? | February Newsletter
One of the most common questions clients have as artificial intelligence continues to gain momentum is how to take advantage of it within their portfolio. Many investors are surprised to learn that it can actually…
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Looking Ahead to 2026 | January Newsletter
Wow — 2025 flew by. It was a year that felt like one major headline after another, keeping markets on their toes. Despite the ups and downs, the year wrapped up with strong results across…
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Is there an AI bubble?
The recent pullback in AI-linked stocks this November offered a helpful reminder of how quickly narratives can shift. Much of the market’s strength this year has been fueled by excitement and investment around AI, which…
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