“Can I Pitch You Something?”
How to respond without risking your relationship. You may know this scenario well: An acquaintance corners you at a party and launches into a pitch about why you should invest in their new venture. Perhaps you are truly intrigued and want to consider the opportunity. Or maybe you’ve been burned by “investing” in a friend’s […]
Re-Visiting Roth Conversions
A shifting landscape for retirement and estate planning. Planning for Roth conversions has long been a staple in year-end tax planning. Roth conversions involve taking a tax-deferred account, such as a 401(k) or individual retirement account (“IRA”), and transferring it into a Roth account. By doing so, any tax-deferred amounts, including principal and associated earnings, […]
A Pathway to Global Mobility Through Strategic Investment
New Zealand’s Active Investor Plus Visa could be your family’s ticket to dual residency. The idea of having another country to decamp to—either for a change or scenery, new cultural immersion, or for the peace of mind that comes with flexibility—is increasingly attractive. While many countries around the world offer some sort of investment-based residency, […]
Balancing Principles and Performance When Investing
Key considerations for those investing with environmental impact in mind. If you’ve ever felt tension between your investment holdings and your personal values, you’re not alone. Fortunately, doing good doesn’t have to mean sacrificing returns. Most high-net-worth individuals still approach investing from a strictly performance-based perspective. They’re not necessarily looking for portfolios that mirror their […]
Hidden Fees & Hidden Agendas
Who’s benefiting the most from your investments? Many investors choose their financial advisor based on a personal or professional connection. If you’re like most people, you’ve likely stayed with that advisor for years because you trust them, appreciate their guidance, and your portfolio may have even performed well. But even trusted relationships benefit from a […]
Market Insights – First Quarter 2026
A Mid-Cycle Economic Revival The current administration entered this presidential term with an ambitious growth agenda based on reform and stimulus. While most policy initiatives were accommodative, there were also some restrictive measures aimed at improving balance in global trade and productivity from government spending. Unlike Trump 1.0 when stimulative tax cuts preceded the burden […]
3 Things to Consider When Buying International Assets
Expert advice for making sure your global financial investments are secure. The recent passing of international celebrity Ozzy Osbourne was devastating to his fans, but estate and trust lawyers probably had an added reaction of wondering whether or not he had his estate set up properly. Osbourne most likely owned property in his native UK […]
Market Insights – First Quarter 2024
Watch this video of Sandip Bhagat, our Chief Investment Officer, discussing the latest market insights. Slow… But Steady The last four years have felt like one endless blur of unprecedented events … all unfolding in rapid succession. And 2023 was no different; it was perhaps even more extraordinary than the previous three years. The surprises […]
Market Insights – Second Quarter 2024
Watch this video of Sandip Bhagat, our Chief Investment Officer, discussing the latest market insights. Relative Value… Opportunities or Mirages? The dramatic melt-up in stock prices during the fourth quarter of 2023 continued into early 2024. Fears of an impending recession continued to recede and economic activity exceeded expectations. Job growth is now down to […]
Market Insights – Third Quarter 2024
The Big Central Bank Dilemma The U.S. economy and capital markets continued to surprise investors through the first half of 2024. The year began with high hopes that the rapid disinflation of 2023 would continue in an orderly and uninterrupted manner. This in turn spurred optimism that the Fed would be able to cut rates […]