Should I Invest in Nuclear Energy as a Green Investment Strategy
Nuclear energy is an increasingly attractive option for investors looking to support clean energy initiatives while seeking potentially high returns. As the world shifts toward sustainable energy sources to combat climate change, nuclear...
Roadmap For Heirs
Download the Roadmap for HeirsWe first published this Roadmap for Heirs Navigator in 2016 as a way to help our clients identify and record important personal, financial, and health information that is likely to play a role in the estate resolution process. Given the...
The Nuclear Energy Renaissance: Our Investment Thesis
“The cure for high prices is high prices. The cure for low prices is low prices.”─ James Ernest BoyleSpeculation and the Chicago Board of Trade After many years of unsustainably low prices for physical uranium, or perhaps as a reaction to these low prices, the...
Managing Your Money: Is a Recession Looming? Here’s What You need To Know
Join us as our portfolio managers explore what defines a recession, recent economic trends, the impact of inflation and interest rates, and predictions for the future. They examine challenges facing the Federal Reserve and fiscal policy and strategies for positioning...
The Impact of Rising Interest Rates on Commercial Real Estate
Commercial real estate (CRE) is deeply influenced by the level and trajectory of interest rates, and the current trend of rising rates is reshaping the landscape. Understanding this impact is crucial for investors, developers, and business...
How to Invest in Hard Assets as a Socially Responsible Investor
Investing in hard assets like real estate, precious metals, and natural resources can be a robust strategy for diversifying your portfolio. However, as a socially responsible investor, it’s crucial to ensure that your investments...
Navigating Market Uncertainty During Presidential Elections
“An election is coming. Universal peace is declared, and the foxes have a sincere interest in prolonging the lives of the poultry.” ─ George Eliot These days, clients are often asking us, “What is going to happen to the stock market if Trump wins?”1 Others are asking,...
Exploring Alternatives to Traditional Life Insurance
In the dynamic world of financial planning, the traditional stronghold of life insurance is experiencing a remarkable shift. While life insurance remains an important component of many comprehensive financial plans, savers looking to protect themselves from financial...