The Shifting (Global) Order
We are living through a period of shifting order. Global alliances are outwardly frayed, old rules have been bent, and new ones are being formed.
Market Insights By Dr. James Thorne: Bretton Woods 2.0, the New Great Game, and Trump
U.S. President Donald Trump’s second term is not just another burst of tariff theatre; it is the opening move in a new great game over energy, artificial intelligence (AI), and money.
TAX SEASON IS HERE AGAIN
Tax season is here again. Most taxpayers are eager to maximize deductions to minimize the taxes they pay. However, careful attention to tax planning may mean doing the opposite.
Market Insights By Dr. James Thorne: There is no Bronze Medal
“There’s only two cultures that are going to win in the next year. It’s going to be us or China.” The subtext of Palantir CEO Alex Karp’s widely cited speech from late 2025 sounds like tech‑bro theatre until you reflect on it.
70 IS THE NEW 50:
A new year often brings fresh goals—fitness, family or maybe a little more balance. But here’s a goal you probably haven’t considered: planning to live to 100.
NEW YEAR’S PERSPECTIVES
In both life and investing, meaningful achievements rarely happen overnight. From towering sequoias to majestic mountains, some of the universe’s most impressive features emerge gradually, through quiet, persistent growth.
BEYOND BASIC PROTECTION
For high-net-worth (HNW) investors, insurance can play a far more strategic role than simply providing protection. With
greater wealth comes more complex structures, broader objectives and, often, a desire to ensure that hard-earned success creates a lasting impact.
SUPPORTING OTHERS & YOURSELF
Administering an estate can be a time-consuming and complex task, often made more challenging by emotionally difficult circumstances.
MACROECONOMIC PERSPECTIVES
The eleventh letter of the alphabet has taken on new meaning. The letter “K” is now used to describe the bifurcation in today’s economy.
LOOKING BELOW THE SURFACE
After equity markets continued to reach new highs in 2025, there have been renewed concerns about elevated valuations.