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Stock market swings get plenty of attention in retirement planning, but currency risk is easier to overlook. Over a retirement that may last 20 to...

Success created the constraint After a few strong years in the public markets, this is a problem more and more of our clients are running...

U.S. markets have continued to produce gains in 2026. However, beneath the headline performance, economic and market conditions have become more complicated. Rising Treasury yields,...

Source: Federal Reserve, ECB, Reuters; LFA calculations. Growth held up. The cost of capital rose. September did not bring a major deterioration in economic activity....

U.S. citizens may legally open Swiss bank accounts, subject to applicable U.S. and Swiss laws and the policies and approval of the relevant financial institution.Americans...

More high-net-worth investors are expressing concern over persistent domestic market concentration, uncertainty surrounding Federal Reserve policy, and the gradual erosion of the purchasing power of...

While U.S. financial markets focus heavily on Federal Reserve rate decisions and economic data releases, inflation continues to erode the purchasing power of the dollar....

Is your portfolio more concentrated than you realize? Are traditional diversification strategies providing the balance they once did? As markets continue to evolve, many investors...

While U.S. stocks have touched record levels over the past month, investors are facing a convergence of significant headwinds. Thirty-year U.S. Treasuries reached a 5.046%...

Foreign equity inflows helped fund the US trade deficit and support the dollar Equities cheer, Commodities hedge, Bonds warn August delivered positive returns across most...

2026 started with expectations that inflation and cost-of-living pressures would continue to moderate. However, global events quickly altered that outlook. Following recent geopolitical developments involving...

Resilient growth, less forgiving markets July highlighted a growing divergence between a still-resilient global economy and increasingly demanding financial markets. Economic activity remained positive, the...