As expected, the Federal Reserve held interest rates steady this week, a move that surprised absolutely no one including my neighbors. With economic data pointing in every direction at once and FOMC members holding views as diverse as a buffet line, the Fed’s decision to stand pat was less a bold move and more a…

“So, what are we really investing for?” That is a question I often ask, not just to clients, but to myself and my team or partners as well. Because for us, investing is not just about chasing numbers on a screen or admiring colorful charts on a dashboard (though some of them are quite pretty)….

A trusted partner, someone I have worked with for over 20 years and who has been as steady as a Swiss watch recently shared an update from Mark Haefele of UBS Global Wealth Management always a rational voice amid the noise of global markets. A worthwhile read for any serious investors looking to navigate today’s…

Opportunity or Hype? Private equity has long been associated with uncorrelated returns, access to unique deals, and portfolio diversification but is it living up to the promise? Or has the growing buzz outpaced the fundamentals? In this webinar, a long-time partner will cut through the noise to explore where the real opportunities lie in today’s…

The Federal Reserve is widely expected to keep its benchmark interest rate steady this Wednesday. With tariff tensions still simmering and oil prices facing upward pressure from Middle East instability, the path forward is not exactly a walk in the park. The Fed may not blink just yet, but the markets are definitely watching like…