When the Fed Cuts: Lessons from Past Cycles for Investors
uttu The Federal Reserve’s rate cuts in 2024 reignited a debate familiar to investors: do easing cycles extend expansions…
Investment
A guide to solo 401(k)s for self-employed individuals
If you work as a freelancer, solo-consultant, or individual small business owner, you’ve likely wondered: How should I…
Coaching Investors Beyond Risk Profiling: Overcoming Emotional Biases
Risk profiling is supposed to match an investor’s portfolio with both their ability and willingness to take risk.…
From Inefficiency to Alpha: Europe’s Lower Mid-Market Opportunity
Private credit in Europe’s lower mid-market offers something increasingly rare: structural inefficiency that favors investors. While the United…
Book Review: Rethinking Investing: A Very Short Guide to Very Long-Term Investing
Rethinking Investing: A Very Short Guide to Very Long-Term Investing. 2025. Charles D. Ellis. John Wiley & Sons,…
Abraham Lincoln’s Playbook: A Model for Passive Investment Strategy
Abraham Lincoln, a lawyer and the sixteenth president of the United States, is an oft-idealized and highly quoted…
The Geopolitical Hedge Investors Overlook: Rare Earths
When China restricted exports of gallium and germanium in 2023, markets were reminded that supply chains can be…
Sizing up your saving options while self-employed
If you’re self-employed, you likely wear several ill-fitting hats: accountant, admin, HR rep. And that last one is…
5 Conversations to Test Whether Your Asset Manager’s AI Adds Value
Artificial intelligence is hot and transformative, reaching far beyond tech into the investment industry. With so much hype,…
Private Capital and Systemic Risk
Private capital markets are no longer a side story in global finance. Despite the sector’s insistence that it…