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December 2, 2024

When should you be fully transparent about your financial wealth with your kids?

See how I did that? I didn’t ask if you should be transparent; I framed the question as when.

Why?

November 15, 2024

The aftermath of any election often fuels speculation and uncertainty, and this cycle is no different. Following the recent election, the market has been buzzing with predictions about potential policy shifts under President-elect Trump and a Republican-controlled congress in both the House of Representatives and Senate. His readiness to propose bold, and sometimes extreme, changes add to this uncertainty. That said, it is critical to point out that there is always a difference between campaign rhetoric and approved, implemented policy change. In short, it remains too early to have high conviction in forecasting material policy changes and their implications. For investors, the challenge lies in cutting through the noise to focus on actionable insights to prepare for what lies ahead, and in being ready to change course as material new information comes to light.

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