Category: Articles
The Room where it Happens
The future of digital assets is more about the people in the room than the asset itself. The evolving landscape of cryptocurrency regulation in the United States is increasingly being shaped not by the viability of the asset class itself,
Section 1031 Exchange and Your Primary Residence: How They Can Work Together
When it comes to a 1031 exchange, your primary residence is generally excluded. According to the rules of Section 1031 of the Internal Revenue Code (IRC), property used for personal purposes, like a primary residence, doesn’t qualify for tax deferral.
Understanding the 10-Year Term Premium: What It Tells Us About the Economy and Markets
If you want to know where markets are going, you need to understand the mechanics of money and credit. Markets move in cycles, and those cycles are largely dictated by interest rates, liquidity conditions, and risk premiums. One of the
The Rising Importance of Tariffs in Global Trade: Part 2
In recent years, tariffs have become a pivotal aspect of global trade, influencing not only international relationships but also domestic economic stability. While tariffs are often framed as a tool to protect national industries, their unintended effects can ripple through
Tariffs, Markets, and Your Wealth: Lessons from History
On Monday, markets received a shock: the U.S. announced new tariffs on goods from China, Canada, and Mexico. The immediate response was a significant market sell-off as investors scrambled to make sense of what the new trade measures would mean
Trust-Owned Homes and Insurance: Avoiding Costly Beneficiary Titling Mistakes
When it comes to estate planning, trust-owned homes are a common tool for avoiding probate and ensuring a smooth transfer of assets. However, they can unintentionally create insurance issues if the property title and insurance policy aren’t aligned. A recent
The U.S. Energy Transition: Why Hydrogen and Nuclear Power Are Leading the Charge
The demand for electric energy in the U.S. has been largely flat since the 1980s but as we now grapple with skyrocketing electricity needs driven by artificial intelligence (AI), data storage, and renewable energy integration, the nation’s energy landscape is
How to Invest in Opportunity Zones (and Why You Might Want To)
If you’ve just sold your business, sold a property, or made a fistful in Crypto—congrats! That’s a huge milestone. But now you’re staring down a different kind of challenge: capital gains taxes. What if there was a way to defer
The Rising Importance of Tariffs in Global Trade: Part 1
As global trade becomes increasingly intertwined with political agendas, tariffs are emerging as a central tool of negotiation and leverage. The incoming administration of President Trump signaled a paradigm shift in how the U.S. engages with its trading partners, favoring
Euro-Trap: The Trap of Low Valuations Amid Declining Fundamentals
In recent months, investors seeking diversification have been drawn to European equities, attracted by their seemingly inexpensive valuations, low price-to-earnings (P/E) and price-to-book (P/B) ratios compared to the overheated valuations of U.S. markets. On the surface, these metrics offer a
Trojan Bitcoin: Investors Now Own Bitcoin Whether They Like It or Not as MicroStrategy Joins Nasdaq 100
With MicroStrategy’s inclusion in the Nasdaq 100, Bitcoin is no longer just the darling of crypto enthusiasts and tech visionaries—it’s now a part of mainstream investment portfolios across the globe. Whether they realize it or not, millions of investors tracking