Every tax code change offers an opportunity for clients to re-assess their financial plans and the composition of their portfolios. The “One Big, Beautiful Bill” is less dramatic than the nickname suggests
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An investment portfolio built and managed with a tax-aware focus can deliver considerable savings: both on your annual tax return and in the taxes you pay in the course of your lifetime.
Investors are likely aware of the meteoric rise in Nvidia’s stock price, reflecting the dominance of their microchips fueling the artificial intelligence boom. But we believe the most sustainable advantage (or moat) lies elsewhere in the AI value chain.
There’s no place like home. And for investors, there’s no place like their home market: throughout the world, they are over-invested in their own countries.
We note the passing of Jim Simons, arguably the greatest hedge fund manager of all time.
Got cocoa? Maybe, but probably not much. This is one of the biggest finance stories of the year.
We mark the passing of a pioneer of the field of behavioral finance.
This may be the dawn of a golden age for high net-worth investors. But caution is warranted.
We've prepared this summary to explain what illiquidity means, the potential benefits of illiquid and less liquid investments, and the spectrum of illiquidity present in different investment vehicles.
I suffer from common myopia (near-sightedness), a condition my optometrist says could easily be fixed with LASIK corrective surgery. I’ve been wearing glasses since high school and I’ve been consistently told I’m a good candidate for the procedure. The prospect of seeing clearly all the time is tempting.
In recent years, many employees have been presented with offers by their employer or former employer for a lump sum pension distribution. This irrevocable decision should not be taken lightly, and careful analysis should be performed.
