5 Actions to Set Up Your Business With Your Exit in Mind, From a Wealth Adviser
5 Actions to Set Up Your Business With Your Exit in Mind, From a Wealth Adviser ARTICLE SUMMARY It’s important to plan your business exit early, even at the start, to build value and avoid last-minute crises when you’re ready to transition or sell. Maintain clean, transparent financials and aligned legal structures so your business […]
Investors chase cheaper, smaller companies as risk aversion hits tech sector
Investors chase cheaper, smaller companies as risk aversion hits tech sector ARTICLE SUMMARY Investors are rotating out of high-growth, volatile tech and AI-focused stocks and moving into cheaper, smaller, and more stable companies as risk aversion increases. Small-cap and industrial stocks have outperformed broader indexes, while software and large tech names have lagged. Concerns over […]
Volatility gauges jump as tariff threats spook investors
Volatility gauges jump as tariff threats spook investors ARTICLE SUMMARY Market volatility surged as key risk gauges like the VIX jumped to multi-week highs after renewed U.S. tariff threats unsettled investors. U.S. equities, the dollar, and long-dated Treasuries declined, reflecting a broad shift away from risk across global markets. The tariff rhetoric raised concerns about […]
Trump Accounts Give Newborns $1,000. Financial Advisors Aren’t Impressed.
Trump Accounts Give Newborns $1,000. Financial Advisors Aren’t Impressed. ARTICLE SUMMARY 1. Federal seed contribution: Parents of children born between 2025 and 2028 receive a one-time government deposit of $1,000 into tax-deferred “Trump Accounts,” with annual private contributions capped at $5,000. Funds are invested in a U.S. stock index portfolio and are accessible under certain […]
Five Estate Planning Steps From a Wealth Adviser to Protect Your Family
Five Estate Planning Steps From a Wealth Adviser to Protect Your Family ARTICLE SUMMARY Create a Comprehensive Estate PlanDevelop a solid estate plan using either a will, a trust, or both. While wills are simple and affordable, trusts can help avoid probate and provide tax planning benefits. For families with minor children, a will is […]
No 401(k)? Build Your Own Retirement Savings
No 401(k)? Build Your Own Retirement Savings ARTICLE SUMMARY Although often labeled “entitlements,” Social Security and Medicare aren’t freebies — workers pay into them through payroll taxes over their careers, so the benefits are earned. Social Security is not designed to replace all pre-retirement income; for many lower earners it may cover around 65–80% of […]
The Truth About Social Security Entitlement
The Truth About Social Security Entitlement ARTICLE SUMMARY Although often labeled “entitlements,” Social Security and Medicare aren’t freebies — workers pay into them through payroll taxes over their careers, so the benefits are earned. Social Security is not designed to replace all pre-retirement income; for many lower earners it may cover around 65–80% of earnings, […]
Private Markets Boom, But Not for Everyone
Private Markets Boom, But Not for Everyone ARTICLE SUMMARY Private market assets (like direct private equity or credit) are growing in popularity for their potential to deliver diversification and higher returns, but they lack the liquidity and transparency of public markets. The illiquidity risk is a major concern: many private investments cannot be sold before […]
Wall Street’s fear gauge climbs as US-China trade fears rise
Wall Street’s fear gauge climbs as US-China trade fears rise ARTICLE SUMMARY The VIX, often called Wall Street’s “fear gauge,” spiked to its highest level in about five months before slightly easing. The surge in volatility reflects rising investor concern over escalating U.S.–China trade tensions. Traders increased purchases of protective put options on major indices, […]
The Rise of PE Secondaries
The Rise of PE Secondaries ARTICLE SUMMARY Secondaries become mainstream: Once reserved for distressed sellers, private equity secondaries have evolved into a core strategy, with 2025 transaction volumes projected to surpass $210 billion, up 51% year-over-year. Investor demand surges: Both LPs and GPs are using secondaries to gain liquidity, rebalance portfolios, and access mature assets—driven […]