Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

Financial Advisors 12/12/2023

Building Confidence in Bear Markets: Strategies Every Advisor Should Know

Discover how financial advisors navigate bear markets with proactive planning, market insight, and strong client communication. Learn the three pil...

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Macro 12/8/2023

The U.S. Dollar: An Exorbitant Privilege? More Like An Exorbitant Burden – Here’s Why

Global anxiety brews over the potential for a declining U.S. dollar. Triffin's Dilemma unveils a paradox: a reserve currency requires deficits, bu...

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Macro 12/5/2023

Beyond the Discounts: Black Friday Sales, BNPL, And The Shadow of Debt

Black Friday in 2023 saw record nominal sales but masked a deeper tale: the softest annualized growth in Black Friday sales in six years, surging c...

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Macro 12/1/2023

The Perpetual Game: Saudi Arabia, OPEC, And Oil Markets Are Stuck In A Prisoner’s Dilemma

Understand the oil market's plight through the Prisoner's Dilemma. Despite attempts by Saudi Arabia and OPEC to bolster prices, conflicting self-in...

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Financial Advisors 11/28/2023

The Content Conundrum: Useful Strategies for Financial Advisors

Discover why content reigns supreme for financial advisors in the digital age. Uncover the impact of curated content on client retention, lead gen...

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Macro 11/24/2023

From Turkeys to Snowflakes: Decoding Unforeseeable Risks and Market Complexity

Explore Taleb's 'Black Swan' concept unveiling unforeseen events. Beware complacency in forecasting future markets, likening to a snowflake's role ...

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Tax Strategies 11/21/2023

Navigating Year-End Mutual Fund Distributions: Understanding Tax Fairness and Strategies

Navigate mutual fund tax implications: debunk misconceptions on year-end distributions. These distributions aren't extra tax but prepayments, ensur...

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Macro 11/17/2023

Part Two: How A BRICS Currency Could Work, Why It Isn’t Likely, And What It Means For The Dollar

This deep dive into global trade dynamics underscores how crucial understanding capital flows are. The US-BRICS balance profoundly impacts global g...

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Financial Advisors 11/14/2023

Client Retention For Financial Advisors: What Clients Seem To Really Want

Client retention is crucial for financial advisors. Understanding why clients leave and employing strategies to enhance retention build enduring re...

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Macro 11/13/2023

Part One: Is a BRICS Currency a Flawed Idea? I Think So – And Here’s Why

The article explores 'de-dollarization' and the potential formation of a BRICS currency. It addresses the reasons why this may not be as straightfo...

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Selling a Business 11/9/2023

Advanced Strategies: Increasing Your Business Value When Selling Your Business

Discover key strategies to unlock the maximum value in your business sale. From understanding value drivers to transparent financial documentation ...

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