Are You Building Trust with Your Clients?
Any time you are dealing with someone’s money, that relationship needs to be built on trust. There’s no shortage of bad actors in the financial industry, and everyone has a horror story, which can make it harder for those of us in financial services to gain the trust of our prospective clients. Fintech can help […]
Special Update: How $100 Oil and the Middle East Conflict Affect Investors
The ongoing conflict in Iran and the effective closure of the Strait of Hormuz have pushed oil prices sharply higher. Both Brent crude and WTI have jumped from around $70 per barrel to around $100 in just a few days, approaching levels last seen in 2022 when Russia invaded Ukraine. This has driven significant uncertainty […]
Special Update: Iran and Long-Term Investing
As you have seen in the news, the U.S. and Israel have launched military strikes against Iran, targeting its leadership, military assets, and nuclear infrastructure. Iran’s Supreme Leader is confirmed to have been killed, and Iran has retaliated with missile and drone attacks across the Middle East. President Trump has stated that the goal of […]
Supreme Court Tariff Ruling: Key Takeaways for Investors
After nearly a year of trade policy uncertainty, the Supreme Court’s ruling that recent tariffs are unconstitutional has reset the policy landscape. Yet, as is often the case in Washington, when one chapter closes, another opens. President Trump has already signaled a switch to an alternative legal framework for tariffs, and markets are still digesting […]
Jobs, Inflation, and Growth: Is the Economy Healthy?
The health of the economy is important to long-term investors because it drives their portfolios and their financial plans. Recent economic data points have sent mixed signals, leaving some investors unsure of what to make of the current environment. However, just as a doctor doesn’t diagnose a patient based on a single number, investors should […]
How Equity Compensation Fits into Your Financial Plan
For many professionals today, equity compensation is not just a nice perk, but a significant source of wealth accumulation over their careers. Whether through restricted stock units (RSUs), stock options, or other forms of company equity, these awards have become increasingly common across industries and job levels. However, with this type of compensation comes complexity. […]
Can Owning Your Own Financial Services Firm Make You More Ethical?
There are a lot of reasons people decide to leave corporate and break out on their own. One of the most common reasons, regardless of industry, is the fact that the corporate world tends to reduce everything and everyone to numbers on a balance sheet. How much revenue is this person bringing in? How much […]
Is AI Eating the World? A Portfolio Perspective
Fifteen years ago, venture capitalist Marc Andreessen famously wrote that “software is eating the world.” What he meant was that any service that could be written and automated as software, would be. This has proved accurate as cloud computing, software-as-a-service, and digital platforms have reshaped both entire industries and how consumers buy goods and services. […]
Monthly Market Update for January: Geopolitics, the Fed, and Precious Metals
The start of the year was positive for stocks and bonds, continuing the rally from recent years. This might be surprising to some investors since there were several periods of volatility driven by geopolitics and Federal Reserve policy. While headlines created short-term swings, including the S&P 500’s worst day since last October, markets rebounded quickly. […]
The Importance of Earnings for Long-Term Portfolios
As the corporate earnings season ramps up, markets are shifting their focus from geopolitical concerns to tangible evidence of how businesses are performing. With the stock market hovering near all-time highs, questions around valuations and the sustainability of recent profitability trends have become increasingly important. While it’s still early in the reporting season, current Wall […]
