How the “One Big Beautiful Bill Act” Could Affect Your Taxes: Key Highlights from the 2025 Reform
Take Our Compatibility Survey In 2025, Congress passed one of the most sweeping tax reforms in recent memory: the One…
2025 CNBC Disruptor 50: Companies at the Leading-Edge of Technological Breakthrough
Take Our Compatibility Survey The 2025 CNBC Disruptor 50 list is a powerful reflection of how the AI revolution is…
Venture Capital in 2025: IPO Liquidity Crunch, M&A Momentum, and AI Investment Surge
Take Our Compatibility Survey Despite high hopes for a roaring start to the New Year, the first half of 2025…
Quarterly Market Update - June 2025
Take Our Compatibility Survey The economic and market landscape has shifted meaningfully in the past few months. This quarterly market…
What Will 2025 Be Remembered For?
Take Our Compatibility Survey In past reports, we have often argued that the most traumatic events are not always the events…
Is the Future of AI “Physical”?
Take Our Compatibility Survey The concept of Artificial Intelligence (AI) has existed for decades. The field was formally established in…
Jesse Felder Podcast: Vincent Deluard On The Paradigm Shift In Markets
Take Our Compatibility Survey Jesse Felder, of The Felder Report, recently had a conversation with Vincent Deluard, macro strategist at…
Washington State Enacts Historic Tax Increases Amid Budget Shortfall
Take Our Compatibility Survey On May 20, 2025, Governor Bob Ferguson of Washington State signed into law a series of…
KISS: The New Trends of 2025 Reshaping Financial Markets
Take Our Compatibility Survey When challenged over a shifting position, John Maynard Keynes famously replied “when the facts change, I…
From Exclusive to Essential: The Rise of Private Markets in Modern Portfolios
Take Our Compatibility Survey Private market investments were the exclusive domain of institutions and ultra-high-net-worth investors for decades. These asset…