Our Thoughts on Silicon Valley Bank and the Financial Sector
Rising interest rates bring both opportunities and risks for the banking industry. In a rising...
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Secure Act 2.0 - Tax & retirement changes
Before closing out 2022, President Biden signed into law the SECURE 2.0 Act of 2022 (SECURE 2.0), a...
2023 Thoughts: Euphoria in Reverse
Cash is once again king
There is a Silver Lining to Inflation - Expanded Tax Planning Opportunities
The Negative Effects of High Inflation
We have all experienced some form of the negative aspects of...
Investment Strategy: a Major Reset
- The Fed clearly sees more risk coming from higher inflation than it does from a potential...
Highlights of the Inflation Reduction Act of 2022
On Tuesday, August 16, 2022, President Biden signed into law the long-expected reconciliation bill...
Middle Market Private Equity: The Art of Picking Your Spots
In our last entry, we wrote that inflation and monetary tightening were returning investors to a...
Scarcity
As we write today, the surge in energy costs and consumer prices everywhere looks set to drag on...
Time to Buy?
No. Decades of low inflation and falling real yields pushed up valuation multiples across all...