Blog Categories:
Join our email list to receive our latest content and news of upcoming events.
Yesterday’s Consumer Price Index (CPI) release for June provided a welcome sign of relief, as headline inflation declined to 3.5% year over year, down from 4.2% in May and below expectations of 3.8%. This marked the largest one-month drop in annual inflation since April 2020 and suggests a meaningful shift
Overview The private credit market is encountering its first real stress after a prolonged period of rapid growth since the Great Financial Crisis. A series of high-profile defaults over the past 18 months coupled with a software selloff driven by artificial intelligence fears, and elevated investor redemption requests from private
If you disappeared for six months, would your business still be worth what you think it is worth. Most business owners have never really tested the answer. Buyers have a name for this, key person risk, and it surfaces in nearly every due diligence process in one form or another.
Most people spend decades earning an income. Professional athletes and those earning NIL income often have less than five. That reality changes everything. Your career may move at a faster pace than almost anyone around you, but your financial life will likely extend another 50 or 60 years after your
Earnings strength was the primary driver of the S&P 500’s returns in the first half of 2026, with AI‑linked technology earnings doing most of the heavy lifting. Framing the first half of 2026 The S&P 500 finished the first half of 2026 up roughly 10%, marking one of its stronger
The Federal Reserve released the minutes from its June 16 to 17 meeting today, offering the first real window into how Kevin Warsh is running the committee as chairman. The Fed held its benchmark rate at 3.50% to 3.75%, the fourth straight hold, and the vote was unanimous. But the
With contributions to Trump Accounts opening July 4th, we believe this is the right time to revisit a question many parents face: What can I do to invest for my child’s future? There is no single right answer, but the decision typically comes down to a key tradeoff: how much
Over this Life Events series, we have walked through some of the most significant transitions a person can face: selling a business, divorce, the sale of a home, and the loss of a parent. Each of these moments carries its own emotional weight and its own set of financial decisions.
The U.S. economy added 57,000 nonfarm payrolls in June, the Bureau of Labor Statistics reported, well short of the roughly 115,000 economists expected, while the unemployment rate dropped to 4.2 percent from 4.3 percent in May. Average hourly earnings rose 0.3 percent on the month and held at 3.5 percent
This market update highlights key developments across equities, fixed income, and the broader economic landscape as 2026 continues to unfold. Equities A Modest Pullback Followed Two Strong Months, with Smaller Companies Leading After a powerful two-month advance, U.S. stocks took a breather in June. The S&P 500 declined 0.95%, a
The ISM Manufacturing PMI registered 53.3 percent in June, down 0.7 percentage point from May’s 54.0 reading, according to the Institute for Supply Management. That marks the sixth consecutive month of sector expansion and the 20th straight month that the reading has stayed above the 47.5 percent threshold ISM uses
Did you know nearly 40% of professional athletes have admitted to losing significant money through bad investments and business ventures? Not bad luck. Not market crashes. Bad deals they said yes to before they understood what they were getting into. The good news is that private investments, approached the right
This website uses cookies to ensure you get the best experience. Learn more