What is Direct Indexing For many investors, a core equity strategy is the centerpiece of a diversified investment portfolio, and this core is often represented by indexed exposure to core equities with “satellites” representing other asset classes…

The Seductive Simplicity of “Average” If you’ve been investing for any length of time, chances are you’ve heard it: “The stock market has averaged 7–10+% annually over time.” It’s a line repeated in countless articles, retirement brochures,…

By the time the fireworks faded on July 4, 2025, something else quietly lit up the sky for American households: the signing of the One Big Beautiful Bill (OBBB). While the name may sound theatrical, the legislation…

Providing a pathway to safety, justice, and healing for Ugandan children experiencing sexual violence. Every child deserves safety. Yet for millions of children, safety is not guaranteed. In Uganda, sexual violence against children is widespread, often hidden,…

Much of the conversation around the rise of the independence movement in wealth management has focused on financial advisors. They seek better work environments, better economics, ownership and control, and relief from constantly peering around corners for…

Oil and gas executives are professionals with complex financial lives due to the intersection of high income, concentrated equity exposure, complex compensation packages and earnings that rely on the commodities markets. These are just a few factors…