In this short video, Abbey Flaum explains the term “basis” when referring to an asset. It is important to understand this term and how it will affect your assets and assets that will get passed through your will.
Learn more here: https://youtu.be/SVBKWvSzO0s?si=uGeVQ44UcNVK4YGT
International equities meaningfully outperformed US stocks last year, but the value of holding non-domestic stocks…
Domestic growth themes based on policy support and regulatory reprieve have largely driven equity market…
Analyst expectations for about 8% growth in S&P 500 EPS in the fourth quarter earnings…
The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.
Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.
Key Economic and Investment Themes to Watch in 2026
As we look to 2026, this video shares our perspective on several key economic and…
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