Weekly Strategy Perspectives: Musings on the State of the AI Trade

Attention has quickly reverted to “all things AI” now that oil is once again flowing through the Strait of Hormuz and a path toward stabilization of the Mideast conflict is in sight....

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Reinventing Jobs in the Age of Technological Transformation

There’s no doubt that a workplace transformation is underway as the discourse around generative AI’s impact on white-collar jobs and employment continues to heat up....

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USMCA Review to Focus on Enforcement, Supply Chains and Security

When USMCA was first signed, it was hailed by some as the most consequential trade agreement on the planet. Nearly a decade later, that agreement faces its first major test as it enters its first major review....

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Weekly Strategy Perspectives: Just the FAQs Part II – The Enigmatic Consumer

Many of the questions we’ve received from clients and colleagues during our recent travels relate to consumers....

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Weekly Strategy Perspectives: Just the FAQs Part I – Market Mayhem

Instead of the upbeat mood we typically expect after two months of persistently rising markets and sturdy economic fundamentals, we found widespread anxiety about a variety of issues....

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Building a business worth selling

The systems and processes in place in your business may work perfectly well for you – or perhaps only because of you – but that’s not what’s going to drive value when you’re looking to exit....

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Weekly Strategy Perspectives: Profile of a Bubble (How Worried Should We Be?)

Equities pushed farther into uncharted terrain this week, exacerbating fears of an impending bubble....

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Weekly Strategy Perspectives: Great (Inflation) Expectations – Part II

Investors looking for resolution of the creative tension between cheerful equity markets and fretting fixed income markets were stymied yet again this week....

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Weekly Strategy Perspectives: Great (Inflation) Expectations – Part I

Last week’s toasty reads on U.S. consumer and business inflation nudged both bond yields and investor anxiety higher....

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Planning for the family vacation property

Designing a succession plan for the future ownership of your family vacation property can be challenging, especially because these properties often hold tremendous sentimental and monetary value....

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