Business Edge: May 2025
Slower job growth, a stabilizing yield curve, and shifting investor sentiment are all pointing to changes beneath the surface. This month’s Business Edge Report breaks down what these signals could mean for your business strategy.
When the Market Drops, Opportunity Rises: Strategic Moves Business Owners Can Make
Explore strategic moves business owners can make during a market downturn, from liquidity planning to restructuring and wealth-building opportunities.
Market Report: April 28, 2025
From equity signals to inflation trends, see what the latest CIO Chartbook means for your financial strategy—key highlights + full report inside.
Beyond Shelters: Why Strategic Structures Preserve Wealth
Shelters Can Collapse. Structures Create Stability. You’ve done the work. You’ve built something real—success, security, a life filled with intention. But the higher you build, the more pressure there is to protect it. And that’s where many people get it wrong. They look for shelters—temporary shields, reactive moves, quick fixes at tax time. But shelters […]
The Hidden Tax Costs of the Gender Wealth Gap—And How to Fix It
Women are living longer, taking career breaks, and building wealth—but often pay more in taxes over a lifetime. This blog explores why and offers three smart tax strategies to help women investors keep more of what they earn and strengthen their financial future.
LLCs for Life, Not Just Business: A Smarter Way to Safeguard Personal Assets
Owning property or investments in your personal name could expose your wealth to legal risk. That’s why more high-net-worth individuals are turning to LLCs—not for business, but for personal asset protection. Learn how this overlooked strategy could help shield your wealth and support smarter estate planning.
Market Volatility: Early Lessons from 2025
The first months of 2025 delivered a masterclass in policy-driven market volatility. From unexpected tariff reversals to foreign investor skepticism, this RiskBridge commentary offers insight into what today’s turbulence can teach us about tomorrow’s investment strategy.
The Quiet Shield: How Private Placement Life Insurance (PPLI) Protects Assets and Preserves Wealth
As your net worth grows, so do the risks. Private Placement Life Insurance (PPLI) offers high-net-worth individuals a discreet, powerful way to help reduce tax exposure, enhance privacy, and protect assets for the next generation.
Why Staying Invested Is One of the Most Powerful Wealth Strategies
Staying invested matters. Missing just a few of the market’s best days can significantly reduce your returns over time. Long-term discipline often beats short-term timing.
CIO Insights: When it comes to investing, patience pays.
When it comes to investing, patience pays. A $10,000 investment in the S&P 500 over 20 years grew to more than $64,000 when left untouched. But missing just a handful of the market’s best days drastically reduced those gains. Trying to time the market often does more harm than good—staying consistently invested through market cycles leads to better outcomes in the long run.