Blog

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

Macro 12/15/2023

Market Instability Explained: The Minsky Moment & Soros' Reflexivity

Markets don't move in stability but thrive in flux. Minsky's Financial Instability Hypothesis and Soros's Theory of Reflexivity unveil the dance of...

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Financial Advisors 12/12/2023

Building Confidence in Bear Markets: Strategies Every Advisor Should Know

Discover how financial advisors navigate bear markets with proactive planning, market insight, and strong client communication. Learn the three pil...

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Macro 12/8/2023

Triffin’s Dilemma: Why the U.S. Dollar’s Global Role Is a Double-Edged Sword

Triffin’s Dilemma explains why the U.S. must run deficits to support the global economy—and why no other country wants the dollar’s reserve role.

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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

OPEC’s Prisoner’s Dilemma: Why Saudi Arabia May Flood the Oil Market (Again)

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 a Must 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: How to Keep Clients & Build Loyalty

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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