Blog
U.S. Deficit Projections and Your Purchasing Power: A 2026 Outlook
The U.S. national debt and persistent deficits are no longer abstract political debates taking place in Washington. Rising deficits, mounting interest costs, and expanding federal...
Are Swiss Bank Accounts for U.S. Citizens Legal? A 2026 Compliance Guide
Swiss bank accounts for U.S. citizens are legal when properly structured and reported. While the traditional “secret” or anonymous accounts often portrayed in films are...
Why Is the Purchasing Power of a Dollar Falling? The Swiss Franc Hedge
The purchasing power of a dollar is declining due to a combination of persistent inflation, expanding fiscal deficits, and what some analysts describe as currency...
June 2026 | Monthly Market Commentary
• AI, Oil and Interest Rates drove markets in June• Growth remained resilient in June• AI-related investment themes continue to evolve as companies increasingly report...
May 2026 | Monthly Market Commentary
The Battle Between Inflation and Artificial Intelligence The key themes we highlighted in April remain largely unchanged. Markets continue to be driven by the tension...
What Is a Midterm Election “Market Check-Back”?
What is a midterm election market check-back? It refers to historical observations that, during the summer of a midterm year, stocks tend to revisit their...
Is Your Portfolio Ready for a Potential Kevin Warsh Fed? Managing Interest Rate Shifts
Many are asking: What does a Kevin Warsh–led Federal Reserve mean for interest rates? The nomination of Kevin Warsh points toward a more rules-based monetary...
April 2026 | Monthly Market Commentary
From Shock to Complex Stabilization April 2026 marked a transition from the geopolitical shock of March toward a more stable—though still uncertain—macro environment. While tensions...
Will USMCA Renegotiations Spark Market Volatility? What Investors Need To Know
What Is Happening on July 1, 2026? The upcoming July 1, 2026, milestone is not simply a routine meeting. It is a formal Joint Review...
How the Iran Conflict May Impact Global Energy Portfolios: Considerations for Diversification
The global energy system faced a sudden disruption following the U.S. military escalation involving Iran on February 28, 2026. In the weeks that followed, tensions...
March 2026 | Monthly Market Commentary
Volatility is Back, One Year Later In a Nutshell March 2026 will be remembered as a month when geopolitical shockwaves from the Middle East collided...
Will the 2026 Midterm Elections Cause a Stock Market Correction?
After a multi-year rally in U.S. equities, concerns are growing ahead of the November 3 midterm elections. Historically, markets have experienced mixed to weak performance...