Recent Blog Posts

Luxury Holiday Gifting: A Guide for High-Net-Worth Individuals

The holiday season offers a unique opportunity for high-net-worth individuals (HNWIs) to express gratitude and strengthen relationships through meaningful and luxurious gifts. Beyond gifting, these choices often reflect a personal philosophy, a commitment to quality, and an awareness of financial and cultural trends. Here’s a look at the latest trends in luxury gifting and their potential financial implications.

The PULSE: Global Economic and Market Update: December 19, 2024

As we near the end of 2024, financial markets absorb the implications of evolving central bank policies, geopolitical shifts, and varied investor reactions. 

The Economics of Giving: How Generosity Impacts Your Financial Plan

The holiday season is synonymous with generosity—a time for giving back to our communities, supporting causes close to our hearts, and making a difference in the lives of others. 

The PULSE: Global Market Insights: December 18, 2024

Making a List, Checking It Twice: How to Create a Holiday Budget That Works

The holiday season is a time of joy, generosity, and celebration—but it can also be a season of overspending and financial stress if you’re not careful. 

The PULSE: Global Economic and Market Update: December 17, 2024

Today, the Federal Reserve is expected to announce a widely anticipated 25 basis-point interest rate cut, lowering the federal funds rate to a target range of 4.25%–4.50%. 

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