Ditch the 60/40 Minivan

This week’s highlights: Unpacking the traditional 60/40 portfolio Exploring why the investment landscape is shifting Looking at how alternative assets can help build a more resilient financial future Is the…

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The First Quarter: A Tale of Two Halves

This Week’s Highlights Navigating a turbulent first quarter. Tracking the impact of geopolitical shifts on our economy. Exploring how private equity can uncover opportunities beyond traditional, highly concentrated markets. A…

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The Paradox of American Revenue

This Week’s Highlights: A deep dive into the history of the American tax system. An unpacking of who pays the bills (federal revenues). Tracking how federal revenues have evolved over…

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The Machinery of the Market

This Week’s Highlights Fundamentals and Macroeconomics: Corporate earnings and broad economic indicators (like GDP and employment) are the primary long-term drivers of stock prices, while inflation can introduce volatility. Central…

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Capitol Hill Capital

This Week’s Highlights We are taking a look into the fascinating, highly profitable, and intensely scrutinized world of congressional stock trading. How lawmakers' portfolios stack up against the broader market.…

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