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Articles, Webinars & Media Appearances
The Haunted Housing Market
Introduction: “Welcome, Foolish Mortals…”¹ From “The Simpsons” to Tim Burton’s “Beetlejuice” to Disney’s multiple...
You Can’t Always Get What You Want: Private Equity and Higher Rates
In the Rolling Stones’ 1969 classic “You Can’t Always Get What You Want”, Mick Jagger, with his iconic raspiness, describes a truth with which many investors are all too familiar: one rarely gets exactly what they ask for, but if you’re patient and persistent, you usually end up with something that works.
Today’s higher rate environment is no different. Over the last few years, investors have constantly pined for lower interest rates to ease the pressure of rising funding costs, but these hopes have been continuously dashed.
(Golden) Eye of the Bondholder
Watch the Replay Download the Slides Over the last two decades, the James Bond cinematic universe has been...
The Cost of Failing to Plan
Trump Accounts are designed to serve as tax-deferred custodial investment accounts for minors, featuring a one-time $1,000 federal seed contribution for children born between 2025 and 2028, creating an early opportunity to jumpstart long-term wealth accumulation.
Learning to Give Before You Have to Decide
When selling their company, founders will have to make more consequential financial decisions in the 90 days before closing than in the previous decade. Who receives the proceeds? How much will the family keep? Which trusts to set up? Somewhere along the line, they may have to decide how they want to express their philanthropic values?
The Game Has Changed
Introduction: I’m Sure You Must Have a Lot Of Questions Children of the 1970s and 1980s may remember where they were...
