Our Insights

Perspectives, Market Updates, and Ideas

Our Insights

Perspectives, Market Updates, and Ideas

The “Silent Drag”: How Your Portfolio May Be Leaking Wealth (Even in Good Markets)

In his latest video update, Curtis Crossland breaks down a critical concept that often goes unnoticed by investors: the hidden costs that erode returns over ...

The “Silent Drag”: How Your Portfolio May Be Leaking Wealth (Even in Good Markets)

In his latest video update, Curtis Crossland breaks down a critical concept that often goes unnoticed by investors: the hidden costs that erode returns over ...

The Ultimate Luxury: Why Liquidity Matters More Than “Exclusivity”

In the world of high-net-worth investing, “exclusivity” is often the primary selling point. We are constantly presented with opportunities to invest in private equity, venture ...

The Ultimate Luxury: Why Liquidity Matters More Than “Exclusivity”

In the world of high-net-worth investing, “exclusivity” is often the primary selling point. We are constantly presented with opportunities to invest in private equity, venture ...

Navigating Sudden Wealth: Challenges, Opportunities, and Smart Strategies

Coming into sudden wealth—whether through an inheritance, selling a business, a lottery win, or even a professional contract—can feel like the dream of a lifetime. ...

Navigating Sudden Wealth: Challenges, Opportunities, and Smart Strategies

Coming into sudden wealth—whether through an inheritance, selling a business, a lottery win, or even a professional contract—can feel like the dream of a lifetime. ...

New DOL Rule Reinforces Our Commitment to Your Retirement Security: A Deeper Dive

The financial landscape is constantly shifting, with new regulations and industry developments shaping the way we plan for our retirement. A recent announcement from the ...

New DOL Rule Reinforces Our Commitment to Your Retirement Security: A Deeper Dive

The financial landscape is constantly shifting, with new regulations and industry developments shaping the way we plan for our retirement. A recent announcement from the ...

The New Value of Advice: A Holistic Approach for Everyone

In the 20th century, as the “pay for product” model took root and flourished, financial advice became all about asset selection, except for the very ...

The New Value of Advice: A Holistic Approach for Everyone

In the 20th century, as the “pay for product” model took root and flourished, financial advice became all about asset selection, except for the very ...

Understanding the Fee-Only, Fiduciary Advisor Model

The financial advisor model has changed over the last several decades. From the investor perspective, these changes provide more options, more transparency, and more of ...

Understanding the Fee-Only, Fiduciary Advisor Model

The financial advisor model has changed over the last several decades. From the investor perspective, these changes provide more options, more transparency, and more of ...