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Market Insights - 3 min
Fed June Meeting: Breaking The Stalemate
The next Federal Open Market Committee (FOMC) meeting is scheduled for June 11-12, 2024, and is widely expected to see rates held at their current level of 5.25%-5.50%, where they have been since July 2023. In this article, we dive into the underlying data and attempt to sift the market facts from the market sentiment
Jun 2, 2024
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 - 3 min
Asset Allocation to Mitigate Portfolio Risk
In the dynamic world of investing, risk is an unavoidable factor. Every investment carries some level of risk, whether due to market fluctuations, economic downturns, or geopolitical events. However, through a strategic approach known as asset allocation, investors can mitigate these risks and safeguard their portfolios from significant losses.
Sep 8, 2024
General - 4 min
Navigating the 2024 Macro-Environment
Joe Kalish, Chief Global Macro Strategist at Ned Davis Research Group, was hosted by Naji Nehme, CFA, Chief Executive Officer and Chief Investment Officer at Petiole Asset Management AG, to discuss insights into the macro-environment in 2024 and the trends that will shape global markets. Below are the highlights of the webinar:
Mar 7, 2024
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Education - 4 min
Turning Point: September Fed Decision
Just over a year ago, the Federal Reserve (the “Fed”) raised its policy rate to 5.25%-5.50%, the highest level in over two decades. It has held this rate steady ever since, in the belief that the fight to contain inflation was not yet over.Now, after months of speculation (and in some quarters, desperation), it looks as though the tide is finally about to turn. This is welcome news in many quarters. But what should we as investors make of it, and what should we do in response?Below, we attempt to find the signal in the noise.
Sep 9, 2024
Education - 2 min
Why Is Financial Planning Important?
The importance of financial planning cannot be overstated. The right financial planning strategies allow you to achieve your financial goals, whether it’s buying a family home, saving for your children’s education, ensuring a comfortable retirement, or going on a dream vacation. Moreover, it prepares you for unforeseen situations and emergencies, like falling sick, losing your job, or having to renovate your house.
Sep 4, 2024
Education - 4 min
Why Should Women Consider Wealth Management
With more women taking on leading roles in the workforce, building businesses, and becoming primary decision-makers for their families, managing and growing their wealth has become a critical priority. Tailored wealth management strategies can empower women to achieve financial independence, safeguard their future, and leave a lasting legacy.
Sep 4, 2024