Q3 2024 Quarterly Compass Newsletter
I am happy to announce that we have launched our monthly update video! The video will be available shortly after month’s end and will cover a variety of topics. We also had a webinar conversation with Cidel Bank and Trust about the role of corporate executors and representatives (powers of attorney). Both are available on […]
September Monthly Update Video
October Market Insights: The Great Delusion
October 4, 2024 Are We Trapped in a Cycle of Change That Never Changes? A Forecast for 2025 and Beyond “The more things change, the more they stay the same.” – Jean-Baptiste Alphonse Karr Download this PDF here. As we emerge from the shadow of COVID-19, a narrative of robust economic recovery has taken hold. […]
Kluge Wealth Advisory Group – Webinar Series – Corporate Trust Services
August Monthly Update Video
September Market Insights: Trump’s Trade War
September 4, 2024 America’s Imperial Twilight or Dawn of a New Golden Age? A Non-Consensus Call for Interest Rates to be “Lower for Longer” “Free trade gives to the foreign producer equal privileges with us. It invites the product of cheap labour to this market to destroy the domestic labour here.” – William McKinley Download […]
July Monthly Update Video
August Market Insights: Trump’s Fiscal Frenzy
August 6, 2024 Godfather of Modern Monetary Theory Warns of “Drunken Sailor” Spending “Neither a borrower nor a lender be; For loan oft loses both itself and friend, and borrowing dulls the edge of husbandry.” – William Shakespeare, Hamlet Download this PDF here. At this very moment, the U.S. faces a fiscal predicament which urgently […]
Q2 2024 Quarterly Compass Newsletter
As we continue to look for continual improvement, I am happy to announce that we will soon be launching a monthly update video available shortly after each month end. The video will cover a variety of topics and in whole or part segments on our website, X and YouTube. Further details will follow with the […]
July Market Insights: Navigating The Dual Revolutions
July 2, 2024 AI’s Underestimated Truth and the Coming Fiscal Storm “History is strewn thick with evidence that a truth is not hard to kill, but a lie, well told, is immortal.” – Mark Twain Download this PDF here. Mark Twain once delivered a sobering reminder of humanity’s tendency to disregard transformative ideas while allowing misconceptions to […]