Archive

The Modern Space Race

1audio {“id”:32731} –> The Space Race that ignited during the mid-20th century was not merely a competition for national prestige;…

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Quarterly Market Update – July 2024

This week’s newsletter features a presentation by Evergreen’s Co-Chief Investment Officer, Jeff Dicks. He reflects on the third quarter of…

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What Drives Innovation?

Modern welfare states need economic growth to keep their show on the road. The ever-rising costs of pensions, of health…

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721 Exchanges: Ending the 1031 Snowball

Imagine a seamless transition from the burdens of property management to a diversified portfolio, all while maintaining your passive income…

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To Buy or Not to Buy?

For contrarian investors, which obviously includes yours truly, the most pressing investment question today might be whether Chinese stocks are…

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Softer Inflation But Fewer Rate Cuts?

US inflation slowed in April, according to CPI data released Wednesday. Yet even though they had this softer inflation data…

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A Glimpse into the Future?

Apple has long been celebrated as one of the most innovative companies in the world. Since its groundbreaking launch of…

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529 Plan to Roth IRA Rollovers

1audio {“id”:30232} –> 529 plans are powerful tools that allow family members and loved ones to save for a child’s…

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US Housing At A Key Juncture

The US housing market is humming along nicely, with both construction and sales doing well. New-build prices have stabilized and…

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Private Equity (PE) Strings Together Victories Despite Headwinds

Leveraged buyouts (LBOs) and private equity deals face challenges in today’s expensive borrowing environment. However, Permira grabbed headlines this week…

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Roth IRAs:  Retirement & Legacy Planning Strategies

1audio {“id”:29203} –> Roth IRAs are a great tool for retirement and passing on wealth because they offer tax advantages…

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Economic Uncertainty and the Evolution of Monetary Policymaking

Introduction All eyes were squarely focused on the Federal Reserve this week, as markets whiplashed between several unknowns. Would recent inflation and payroll data nudge the…

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