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Market Insights - 4 min
Fed Meeting in July: Calm Before the Storm?
At its last meeting in June, the Federal Reserve (the “Fed”) opted once again to hold rates at their current level of 4.25% to 4.5%. It is widely expected that there will be no change at the upcoming meeting on July 29th and 30th.[1]Beyond this, there is little clarity, not only in the markets but also within the Fed itself, amid the seismic shifts and crosscurrents of world affairs. In this article, we examine the data and attempt to parse out the facts from the speculation.
Jul 21, 2025
Retirement Planning - 4 min
The Impact of Inflation on Pension Returns
When you leave employment, you can no longer rely on your salary to help meet your monthly expenses and fund your goals. Ensuring your retirement savings are protected from threats, such as inflation, is critical to securing your future.In this article, we’ll cover what you need to know about inflation and your retirement portfolio, and how you can ensure you are not caught off guard.
Jan 2, 2024
Market Insights - 4 min
David Darst’s 2023 Investment Thoughts
David Darst, Senior Analyst and Investment Strategist at The Family Office, shared some investment insights on key issues that influence portfolio composition, asset allocation, and investment strategy.
Feb 8, 2023
Discover the latest insights and trends in private markets.
Management Insights - 1 min
Analysis of Tax Cuts in the U.S. | David Darst Shares Insights with Bloomberg Asharq
Bloomberg Asharq hosted David Darst, CFA, Senior Advisor and Investment Strategist at The Family Office, to discuss the tax cuts in the U.S., along with their potential benefits and implications. Below are the highlights of the interview:
Jul 15, 2025
Education - 3 min
Diversification Across Sectors: Why Concentrated Bets Rarely Deliver Long-Term Value
The drive to identify the “next big thing” has captivated investors for centuries. From the railroad boom of the 1800s to oil’s dominance in the mid-20th century and the digital revolution of recent decades, every era brings with it compelling narratives. But while these stories capture attention, they rarely guarantee sustained investment success. Rather than attempting to predict which sector will outperform next, long-term investors often benefit more by diversifying across industries, which is a strategy that history has consistently rewarded.
Jul 20, 2025
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Market Insights - 4 min
Fed Meeting in July: Calm Before the Storm?
At its last meeting in June, the Federal Reserve (the “Fed”) opted once again to hold rates at their current level of 4.25% to 4.5%. It is widely expected that there will be no change at the upcoming meeting on July 29th and 30th.[1]Beyond this, there is little clarity, not only in the markets but also within the Fed itself, amid the seismic shifts and crosscurrents of world affairs. In this article, we examine the data and attempt to parse out the facts from the speculation.
Jul 21, 2025
Education - 3 min
Diversification Across Sectors: Why Concentrated Bets Rarely Deliver Long-Term Value
The drive to identify the “next big thing” has captivated investors for centuries. From the railroad boom of the 1800s to oil’s dominance in the mid-20th century and the digital revolution of recent decades, every era brings with it compelling narratives. But while these stories capture attention, they rarely guarantee sustained investment success. Rather than attempting to predict which sector will outperform next, long-term investors often benefit more by diversifying across industries, which is a strategy that history has consistently rewarded.
Jul 20, 2025
General - 1 min
Asset Allocation for the New Age: How to Navigate the Diversification Crisis
In investing, certain principles are timeless. Compounding always works for you, inflation always works against you, and liquidity always comes at a price.
Jun 30, 2025