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 […]
Gold and Silver: Current Portfolio Perspectives
Gold, silver, and other precious metals have rallied over the past two years, capturing investor attention. Gold recently surpassed $4,700 per ounce while silver now trades above $90 per ounce, marking historic milestones for both metals. This strong recent performance may lead some investors to wonder whether they should be investing in these assets. As […]
Special Update: Venezuela, Oil, and the Impact on Portfolios
The arrest of Venezuelan President Nicolás Maduro by U.S. forces represents an unexpected and significant geopolitical event. As has been widely reported, the U.S. military successfully conducted an operation that detained Maduro on charges related to drug trafficking and corruption. President Trump stated in a press conference that the United States will “run” Venezuela and […]
2025 Year in Review: A Historic Market Year for Investors
2025 was a historically strong year for markets despite the many events that took place along the way. The past year delivered no shortage of headlines including April’s tariff announcements, ongoing developments in artificial intelligence stocks, the passage of the One Big Beautiful Bill Act, and more. Yet through it all, investors are likely happy […]
How to Find Up-and-Coming Talent for Your Financial Services Firm
In our most recent blog post, we talked about how to attract and retain top talent for your financial services firm. One tip we kept just for our newsletter subscribers is to focus on attracting up-and-coming talent when you need to hire a new team member. The recent graduates who have their degree, but still […]
The Future of the Fed: New Leadership and Rate Cuts
For long-term investors, the Federal Reserve plays a key role in supporting the economy and financial system. This will be especially important in 2026 since Jerome Powell’s term as Fed Chair ends in May, creating an opportunity for the White House to reshape the central bank’s leadership and direction. This could have implications for interest […]
