Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

Macro 12/5/2023

Beyond the Discounts: Black Friday Sales, BNPL, And The Shadow of Debt

Black Friday in 2023 saw record nominal sales but masked a deeper tale: the softest annualized growth in Black Friday sales in six years, surging c...

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Macro 12/1/2023

The Perpetual Game: Saudi Arabia, OPEC, And Oil Markets Are Stuck In A Prisoner’s Dilemma

Understand the oil market's plight through the Prisoner's Dilemma. Despite attempts by Saudi Arabia and OPEC to bolster prices, conflicting self-in...

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Financial Advisors 11/28/2023

Why Content Marketing is Essential for Financial Advisors

Discover why content reigns supreme for financial advisors in the digital age. Uncover the impact of curated content on client retention, lead gen...

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Macro 11/24/2023

From Turkeys to Snowflakes: Decoding Unforeseeable Risks and Market Complexity

Explore Taleb's 'Black Swan' concept unveiling unforeseen events. Beware complacency in forecasting future markets, likening to a snowflake's role ...

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Tax Strategies 11/21/2023

Navigating Year-End Mutual Fund Distributions: Understanding Tax Fairness and Strategies

Navigate mutual fund tax implications: debunk misconceptions on year-end distributions. These distributions aren't extra tax but prepayments, ensur...

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Macro 11/17/2023

BRICS Currency: How It Could Work, Why It Likely Won’t, And How It Will Impact The Dollar

Discover the economic challenges that make a unified BRICS currency a complex proposition. Dive into trade deficits, currency reliance, and global ...

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Financial Advisors 11/14/2023

Client Retention for Financial Advisors: Understanding What Clients Really Want

Client retention is crucial for financial advisors. Understanding why clients leave and employing strategies to enhance retention build enduring re...

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Macro 11/13/2023

The Flaws of a BRICS Currency: Why De-Dollarization Won’t Succeed (For Now)

The article explores 'de-dollarization' and the potential formation of a BRICS currency. It addresses the reasons why this may not be as straightfo...

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Selling a Business 11/9/2023

Advanced Strategies: Increasing Your Business Value When Selling Your Business

Discover key strategies to unlock the maximum value in your business sale. From understanding value drivers to transparent financial documentation ...

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Reading List 11/7/2023

The Ultimate Reading List for Financial Advisors

Discover the ultimate reading list for financial advisors! From financial planning and investment strategies to practice management and financial h...

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Macro 11/2/2023

The Natural Rate of Interest: The Hidden Force Shaping Economics

The Fed's monetary policy and natural interest rates matter to investors. For years, natural rates of interest have been declining, influencing inv...

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