The global landscape appears to be entering a period of significant change. From trade policies to international alliances, many long-standing frameworks are being re-evaluated. Louis-Vincent Gave, Founding Partner and CEO of Gavekal, joined Manish Bhandari of Vallum Capital for a broad-ranging conversation on CNBC to discuss their views on the… Read More

In today’s environment of heightened market volatility, staying grounded in a sound financial strategy is more important than ever. While market movements can’t be predicted, you can control how you plan, save, and allocate your assets. Periods of market uncertainty can present meaningful opportunities to revisit your financial strategy, make thoughtful… Read More

The following article was originally published on March 11, 2025. In today’s rapidly changing economic and political environment, some of the events and examples are now outdated. However, the below article provides a still-relevant perspective on the high-level policy goals driving many of the major countries around the world.  “We… Read More

This week’s market volatility has brought uncertainty back into focus, driven largely by escalating tensions around tariffs and trade. In response to these developments, we are presenting a special edition of our quarterly Chartbook, featuring a timely interview with our Chief Investment Officer, Jeff Dicks. This edition will explore the… Read More

In early 2021, a handful of out-of-favor stocks, including GameStop and AMC Entertainment, suddenly skyrocketed in price, defying all traditional valuation logic and heralding the rise of the “meme stock” phenomenon. A meme stock is a company whose shares jump sharply due to viral attention and enthusiastic online followings rather… Read More

Divorce can be an emotionally and financially challenging process. Among the many complexities, navigating the tax implications of divorce is often overlooked but critically important. Understanding how your filing status, child-related deductions, support payments, and asset transfers impact your tax obligations can help you make informed decisions that protect… Read More

The below article was published on February 18, 2025. In today’s rapidly changing economic and political environment, some of the events and examples are now outdated. However, since publishing this article, Louis recently reiterated his high-level view that Trump’s three market priorities seem to be: lower bond yields, lower energy… Read More

The past week has been a tale of dueling narratives: Artificial Intelligence (AI) versus everything else. While the broader investment community grapples with whiplash from Trump’s latest trade war, DOGE’s cost cutting efforts, persistently high prices, and geopolitical tensions following an Oval Office showdown, the fortunes of several privately held… Read More

Each year, the investment community eagerly awaits Warren Buffett’s annual letter, an industry staple brimming with both worldly and investment wisdom. Since 1964, Berkshire Hathaway has delivered an astounding overall gain of 5,502,284% to investors. In comparison, the S&P 500, including dividends, has returned 39,054% over the same period. If… Read More

For high-net-worth individuals looking to balance philanthropic aspirations with wealth preservation and tax efficiency, Charitable Remainder Trusts (CRTs) offer a compelling solution. CRTs allow donors to convert highly appreciated assets into a steady income stream, benefiting charitable organizations. CRT Basics ○        Immediate charitable tax deduction may be available to the… Read More