
Market Insights - 3 min
In its latest decision on December 9-10, the Federal Reserve (the “Fed”) opted to cut rates by 25 basis points for the third consecutive meeting, bringing the target rate down to 3.50%–3.75%.[1]
Jan 20, 2026

Education - 3 min
Public markets have rarely been quiet, yet the level of uncertainty investors are navigating today feels different. Interest rates remain elevated compared to the post-2008 era, geopolitical risks continue to surface, and market sentiment shifts quickly. Volatility is no longer an exception. It has become part of the baseline.For decades, the 60/40 portfolio offered a simple answer to this uncertainty. Equities delivered growth, bonds provided balance, and diversification did the rest. That framework worked well in an environment of falling rates and expanding liquidity. As we move toward 2026, its limitations are increasingly visible.
Jan 13, 2026

Education - 4 min
Retirement planning is no longer simply about saving for the future; it’s about creating confidence in the face of uncertainty. For many, the shift from accumulating wealth to preserving it marks a significant transition, requiring careful consideration and strategic foresight. The goal of retirement is not just to stop working, but to ensure a steady flow of income that can support your desired lifestyle and financial goals for years to come.
Dec 3, 2025

Market Insights - 3 min
The October meeting of the Federal Open Market Committee (FOMC) was held amid the 43-day government shutdown - the longest in U.S. history.[1] While the shutdown has lifted, the absence of critical data makes the upcoming December decision all the more difficult.
Nov 30, 2025

Education - 4 min
The pandemic of 2020 signaled the beginning of a chaotic train of events that began with the return of inflation and continued with the return of kinetic warfare.
Nov 24, 2025

Education - 4 min
In the unpredictable world of financial markets, confidence in investing does not stem from attempting to predict market movements but from creating a clear, well-documented plan that aligns with one’s goals, values, and long-term vision.
Oct 23, 2025

Market Insights - 3 min
The last meeting of the Federal Open Markets Committee (“FOMC”) delivered the first rate cut of 2025, after many months of market speculation (and government pressure). As of the time of writing, the markets are nearly certain that the next meeting will result in another 25 basis point cut. This would bring the rate below 4% for the first time since December 2022.[1]
Oct 21, 2025

Education - 3 min
Chuck Prince, in a now infamous interview with the Financial Times in July, 2007, uttered the words, “As long as the music is playing, you’ve got to get up and dance.”[1] He was defending Citigroup’s continued participation in the subprime mortgage market, which was showing signs of buckling. The rest, as they say, is history.The question is, are we at a similar fork in the road right now? And are we, unlike Chuck Prince, in a position to choose whether and with whom to dance? In this article, we investigate.
Oct 16, 2025

Market Insights - 4 min
On Monday, September 29th, gaming giant Electronic Arts (EA) announced that it is to be taken private by a consortium of sovereign wealth and private equity funds, with the deal set to close in 2027.[1]
Oct 2, 2025