Recent Posts

AI to drive new economic paradigm and new era of investing

Nov 21, 2024 - Alfred Lam

Experienced money managers have seen many investment trends evolve, but nothing compares to AI. Explore the great shift this mega-trend is creating in modern investing....

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I’ll be gone anyway, so why plan my funeral?

Nov 05, 2024 - Valerie Markidis

Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....

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Diversification working on a comeback

Oct 28, 2024 - Stephen Lingard

The 60/40 portfolio took a hit over the past few years, but diversification isn’t down for the count. As monetary policy continues to shift, look out for a comeback!...

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Private Markets: Credit Over Equity

May 28, 2024

Alternative lenders are gaining traction as investors seek high yields, tight credit spreads, and low interest rate risk—goals that big banks and private equity can't deliver....

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Consider the timing of leaving an inheritance

May 18, 2024

You may automatically decide to leave an inheritance for your loved ones in your will. However, you might have reason to consider gifting the funds earlier—or even later....

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