Should You Own Bitcoin in 2026? A Wealth Advisor’s View
What Is Happening With Bitcoin? Bitcoin has been a frequent topic of client conversations recently. That makes sense. The price action has been confusing, the headlines are loud, and the opinions range from “digital gold for the next century” to “it is going to zero”. Cutting through the noise requires a clear framework. Start with […]
July Market Insights: Trump’s Meta Game, Pax Americana, and the AI Age
A FORCES-FOR-2027 FORECAST LOOKING TO THE END OF THE DECADE Download this PDF here. In politics and markets, the decisive contest is often the one being played above the visible struggle. Elections, earnings and summit communiqués are the surface game—the real action lies in the metagame, the contest over rules, incentives and narratives that shape […]
You were right to be worried. Here is why we did not let that guide your portfolio.
Conrad Kluge Wealth Advisory Group Wellington-Altus Private Wealth You watched the markets fall in March 2026 (like what happened 12 months earlier). You watched the news get worse before it got better. You asked the question that every high-net-worth investor asks during a correction: is this the one that does not come back? That is […]
Estate planning: A structured approach for high-net-worth families
Estate planning is one of the most consequential components of a comprehensive financial plan. Despite this, many families delay the process or avoid it entirely. That delay carries real risk. This article outlines the core documents, the decisions they require, and the questions that come up most often. Why this conversation cannot wait A […]
June Market Insights: America at 250
Rebirth, not decline “We have not chosen this time.” – Oswald Spengler Download this PDF here. The rebirth has begun America reaches its 250th anniversary not as a fallen hegemon, but as the dominant centre of global hard power, monetary power, and frontier innovation. It still sits astride the world’s resource base through energy, […]
May Market Insights: Mastery and the Terror Premium
How Epic Fury can deliver a peace dividend “Mastery itself was the prize of the venture.” – Daniel Yergin, on Winston Churchill’s 1913 argument Download this PDF here. Mastery of energy, again Winston Churchill, as first lord of the Admiralty, tied Britain’s fate to Persian oil. United States President Donald Trump’s war in Iran, […]
April Market Insights: Bretton Woods 2.0, the New Great Game, and Trump
March 31, 2026 Here begins the Great Game Download this PDF here. 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. By neutralizing Iran and Venezuela, squeezing Cuba, binding Canada, and courting […]
March Market Insights: There is no Bronze Medal
March 4, 2026 AI capex is America’s industrial rearmament “There’s only two cultures that are going to win in the next year. It’s going to be us or China.” – Alex Karp, CEO of Palantir Download this PDF here. “There’s only two cultures that are going to win in the next year. It’s going […]
February Market Insights: Fortress America and the Colony Next Door
February 4, 2026 We are living through historic times Justice is only in question between equals; for the strong do what they can, and the weak suffer what they must. – Thucydides, ancient Greek historian Download this PDF here. Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in […]
January Market Insights: The 2026 Market Forecast
January 6, 2026 The baton is being passed “The history of markets is one of overreaction in both directions.” – Peter Bernstein Download this PDF here. When the cycle breaks History does not move in straight lines. Markets ricochet between excess and restraint in violent cycles, a truth American economist Peter Bernstein hammered home and […]