Protected: Alternative Investments Are Coming to Your 401(k) – Here’s What You Need to Know

The S&P 500 and stock markets in general continue to set record highs, leading many to ask: “Are we in a bubble or are stocks overpriced?” Unfortunately, the answer only becomes clear with hindsight.  Historically, stock market bubbles, characterized by significant overvaluation followed by steep downturns, are only obvious after they’ve burst. A sustained rise...

During a recent client lunch, the conversation turned to AI’s impact on education. The client, an educator, shared that college students are increasingly using AI to write papers. While students cheating on essays isn’t new, what struck me was the professor’s response. Rather than encouraging original work, her former colleagues have turned to AI for...

With the recent political transition, as well as questions around what’s next for the Federal Reserve and the economy, we wanted to take this opportunity to address some of the more common items we are discussing with clients. We also wanted to provide some context for long-term investors and help them keep perspective on current...

What is Private Credit? Private credit is an asset class comprised of non-bank lending issued outside of public markets. Instead, the lenders are private investors or investment firms, who lend directly to businesses or individuals, bypassing traditional financial institutions such as banks. Borrowers vary, but include companies in need of capital, real estate projects, and...