Cryptocurrency has challenged traditional notions of currency and value, with its decentralized structure and potential for borderless transactions. The allure
Seasonal: Neutral. August is the worst month for the DOW and second worst for the S&P 500, NASDAQ, Russell 1000, and Russell 2000 over the last 36 years, from
By Paul Padovani
Artificial intelligence is transforming traditional tax planning by refining strategies and enhancing efficiency to address complex needs. Is
As investment strategies shift, family offices and private equity firms are turning towards promising growth sectors, led by the homebuilding industry and its
By Paul Padovani
Investment strategies have oscillated between active and passive methodologies for years, each offering unique benefits. Recognizing the
By Paul Padovani
A recent analysis of SEC data spotlighting significant reallocation of funds, Registered Investment Advisors (RIAs) are shifting their
By Paul Padovani
The 60/40 portfolio has been a cornerstone of investment strategy for decades. Advisors are rethinking this once-reliable model. While it