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    Dueling Forces Reshaping the Economic Landscape
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    Notes on the Economy – Q2 2026 Summary
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Do You Have Enough Property and Liability Insurance?

BriefsBy Juliana DoanAugust 15, 2023

High-net-worth individuals tend to be underinsured.

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From Healthcare to Agriculture, AI Looks To Transform the World

BriefsBy Juliana DoanAugust 10, 2023

These five venture-backed companies are looking to change their industries with artificial intelligence.

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Are You an Optimist?

BriefsBy Juliana DoanAugust 8, 2023

Five investment tips that all prudent individuals should know when building a savvy long-term portfolio.

headlines hand torn from newspapers: uncertainty, health care, oil, perception, economic turmoil, fear, news

Tune Out the Noise; Focus on Facts

BriefsBy Juliana DoanAugust 3, 2023

Confused by conflicting and contradictory economic and financial forecasts? Here’s what investors should know to see through the fog.

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AI Hype May Mirror the dot.com Craze of the ’90s

BriefsBy Juliana DoanAugust 1, 2023

Investors are gaga for AI, just like they were for dot.coms in the ‘90s; will this craze also crash?

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Finding Opportunity in a Slowing Market

BriefsBy Juliana DoanJuly 25, 2023

In a slowing venture-capital market, remember these four tenets of successful investing when searching for opportunities.

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Reverse Mortgages Can Make Sense in Some Circumstances

BriefsBy Juliana DoanJuly 18, 2023

Every homeowner, even wealthy ones, over age 62 can get up to $1 million from this government-insured loan program.

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Rising Interest Rates Creating Opportunities in Multifamily Housing

BriefsBy Juliana DoanJuly 11, 2023

It’s now cheaper to rent than own a home—that spells opportunity for savvy investors.

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Natural Resources Looking Like Gems

BriefsBy Juliana DoanJuly 6, 2023

As the world moves to electrify and decarbonize, these natural resources might prove to be glittering investments.

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Caution Is the Watchword Going Forward

BriefsBy Juliana DoanJune 29, 2023

Caution! Danger ahead! What every investor needs to be aware of in the coming months.

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