Blog & Market Commentary
Multi-Generational Giving in 2026: An Added Focus on Flexibility
Few moments naturally prompt conversations about generosity, legacy, and shared values quite like the turn…
Market Sense – A Deep Dive: Will Global Stocks Shine Again in 2026?
International shares outperformed US large cap stocks by the most since 2007, and developed markets…
Key Economic and Investment Themes to Watch in 2026
As we look to 2026, this video shares our perspective on several key economic and…
Market Sense – A Deep Dive: Goldilocks May Lower the Temperature in 2026
There is a reason the mantra “run it hot” has become popular on investor wish…
Global Mobility: Key Considerations for High-Net-Worth Families
Global mobility strategies, such as alternative residency or citizenship programs, are increasingly part of conversations…
Markets in 2025: Key Themes and Developments Shaping the Year Ahead
2025 was a year marked by heightened volatility, fast-moving headlines, and shifting policy dynamics. Markets…
Did Anything Change During The Government Shutdown?
Last month, we talked about the potential data vacuum of no inflation or jobs reports…
Navigating the Holidays: Finding Meaning, Creating New Traditions, and Honoring Your Healing
For many of my clients, the holidays represent a time of warmth, togetherness, and celebration….
From Burden to Differentiator: Turning Family Data into Strategic Capital
Executive Summary The modern family office stands at an inflection point, where what once felt…
The Great AI Buildout: Boom, Bubble, or Both?
The rush to build out AI infrastructure is changing how big companies spend money, and…
Q4 Key Economic & Investment Themes
As the stock market continues its rally in Q4, we are hearing the following question…
Cyber-Safe Travel: Protecting Your Family’s Digital Life on the Go
Seamless mobile connectivity and always-on devices have made travel more convenient than ever. But they’ve…
Preserving Family Harmony in Shared Vacation Home Ownership
For high-net-worth families, a vacation home is more than a property; it’s a legacy. Here’s…
Is It Finally Happening Here? The U.S. Fiscal Mess and Investor Implications
This piece explores the growing concerns around U.S. government debt, drawing on Ray Dalio’s “Big…
A Deeper Look At The U.S. Labor Market And How It Continues To Support Consumer Spending
Last month, we discussed how recent inflation data could influence the Federal Reserve’s (Fed) decision…
Alternatives: Time for a Rethink?
A $17 trillion boom in alternative assets (“alts”) opens the floodgates of the asset management…
Aging Solo: Planning Your Healthcare Needs and Wishes
For many newly single women, one of the most important, and sometimes overlooked, aspects of…
Life Changes. So Did The Law: What the One Big Beautiful Bill Act Means for Your Estate Plan
Ever since the passage of the “Tax Cuts and Jobs Act” (TCJA) in 2017, taxpayers,…
Protecting The Suddenly Single Woman Online
A common concern addressed during client meetings this past year was “How do I protect…
The Business Owner’s Exit: What to Know Before You Sell
Selling a closely held business is rarely just a transaction. For many owners, it represents…
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