Notes on the Economy – Q2 2026 Summary
June 2, 2026
The fate of the global economy depends on reopening of the Strait of Hormuz.
High Net Worth Doesn’t Always Mean Liquid Enough for Long-Term Care
May 7, 2026
Create options to build financial liquidity for unexpected life events.
Volatility Isn’t Always a Reason To Rethink Your Portfolio
May 5, 2026
Stay the course: The smarter way to navigate today’s noisy markets.
Opportunity Favors the Bold
April 30, 2026
Here’s where courageous investors are finding opportunities amid global turmoil.
AI: From Buzzword to Portfolio Tool
April 21, 2026
AI is quietly reshaping markets: Why investors who look beyond the hype might find long-term opportunity across global portfolios.
Notes on the Economy – Q1 2026 Summary
April 2, 2026
The war in Iran and the expected higher inflation and slower growth leave central banks with no good options.
The Conflict in Iran
March 13, 2026
WEBINAR REPLAY: Shutdown of oil traffic through the Strait of Hormuz remains a threat to global economies.
Weaker Dollar Isn’t All Bad
March 5, 2026
Dollar down 10%: Why a weaker greenback could boost returns across a diversified portfolio.
Attention To Details Matters in Estate Administration, Court Case Shows
March 3, 2026
Don’t let this wealthy couple’s tax blunder cost your estate millions.
Manage Your Risk, but Look for Opportunities
February 26, 2026
Tips for managing your wealth in 2026.