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Retirement Goals by Age: Benchmarks and Strategies for Financial Success

Education - 2 min

Retirement Goals by Age: Benchmarks and Strategies for Financial Success

Planning for retirement requires thoughtful preparation to aim for financial stability at every stage of life. Understanding how to set retirement goals by age helps create a clear roadmap for the future. This article explores how to define and achieve your retirement goals, no matter where you are in your financial journey.

Feb 20, 2025

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Market Insights - 3 min

The Elephant in the Room: Globalization’s Uneven Gains

In the past few years, there have been growing signs of a fundamental re-alignment in geopolitics.[1] This marks a change from the established world order that prevailed from the end of the Cold War until the first Trump administration in 2016.

Feb 4, 2025

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Market Insights - 3 min

Alpha in Uncertain Times: Exploring Alternatives in 2025

The S&P 500 grew 23% in 2024, and over 50% in the last two years combined.[1] Public markets have experienced significant growth not seen in decades.While this is good news for investors in the stock market, many analysts are questioning whether such growth is sustainable, considering that valuations are already historically high, and a lot of optimism about future developments is already priced in.[2]How can investors prepare for this uncertain future as we enter a new year?

Jan 29, 2025

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Market Insights - 3 min

On A Knife’s Edge: The Fed's First Move in 2025

At its last meeting, the Federal Open Market Committee (“FOMC”) decided to cut interest rates again, making a total decrease of 100 basis points (“bps”) since September 2024. The next decision will be announced on January 29th. What does it hold for investors?

Jan 21, 2025

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Market Insights - 3 min

Value Creation: Private Equity’s Secret Weapon

At the height of the COVID pandemic in April 2020, many feared a recession deeper than the Great Financial Crisis of 2008. During this time, consulting firm McKinsey & Company released a short yet provocative paper. The paper highlighted the potentially key role of value creation in Private Equity.

Dec 5, 2024

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Market Insights - 3 min

To Cut or Not to Cut: The Fed’s Final Conundrum for 2024

After a sustained period of holding interest rates at their highest level for nearly two decades, the last two Federal Reserve (the “Fed”) meetings have seen the turning of the tide.As widely expected, in November the decision was taken to lower the target rate further by 25 bps to its current level of 4.50%-4.75%. The committee’s September projections imply that the next meeting (Dec. 17-18) will continue the downward path with another quarter-point cut. The Fed, however, has repeatedly warned the market that it will follow the data as it unfolds, rather than sticking to a rigid plan.In this article, we ask: what does the latest data tell us about the Fed’s likely next move? And more importantly, what does this mean for the investor?

Dec 4, 2024

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Market Insights - 4 min

TWR vs IRR: Choosing the Right Measure for Portfolio Performance

In investment management, accurately measuring performance is essential to making informed financial decisions. Two widely recognized metrics for gauging portfolio growth are the Time-Weighted Return (“TWR”) and the Internal Rate of Return (“IRR”). Both offer unique insights, helping wealth management professionals like The Family Office provide clients with accurate reporting that clearly reflects their portfolio performance.

Nov 20, 2024

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Market Insights - 4 min

The Road Ahead: Insights from Global Investing Experts

Just as it is wise to hold a diverse portfolio of assets, it is good to sample a range of viewpoints when it comes to investing.At the same time, it’s important not to be overwhelmed. It’s the signal that you are looking for and not the noise. Unfortunately, there is typically far more of the latter than the former.We’ve taken a sample from the Q4 2024 investment outlooks of the world’s leading financial institutions - 12 Wall Street banks and asset managers - and condensed what we believe are the important takeaways for individual investors from their findings.

Nov 6, 2024