Independent Thinking
Objective Guidance
Investment Clarity
Fee
Transparency
Are you preparing your heirs to handle a legacy of wealth?
%
Family fortunes lost
by the second generation
%
Family fortunes lost
by the third generation
Investment Advisory
Wealth Transfer
Family Office
News & Insights
First Quarter 2024 Update
The US economy has recently performed above-trend and at unsustainable levels, and while the consensus among economists is that there will be an inevitable slowing in the months ahead, it will still perform better than most of the rest of the world.
Fourth Quarter 2023 Update
The economy has shown signs that it is on a glide-path to a “soft landing,” where the FOMC increases interest rates to tame inflation, but the economy simultaneously averts recession. The resilient economic growth and job market gains have surprised many economists, and while there remain risks to the downside, conditions are such that some analysts say the economy may also surprise to the upside and be stronger than expected.
Third Quarter 2023 Update
The economy has so far been resilient in the face of the FOMC’s series of interest rate increases to battle inflation. However, there are signs that the increases are influencing growth, and many economists expect the economy to weaken substantially in the coming quarters.