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Fed Cuts, AI Power Demand, and Global Defense: 2025’s Defining Themes
As 2025 enters its final stretch, we remain constructive but cautious. Our view is rooted in a few central theses: the Federal Reserve is entering the pivot zone, structural tailwinds are forming around defense and AI infrastructure, and selective flexibility will be essential. Below is how we see the landscape, where we’re leaning, and how…
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The Power of Asset Location: How Strategic Investment Placement Can Boost Your Returns
Why Asset Location Matters Most investors spend a lot of time figuring out what to invest in- stocks vs. bonds, growth vs. value, passive vs. active. However, an equally important question often gets ignored: Where should these investments be held? This is the core idea behind asset location, a strategy designed to minimize tax drag…
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