August 1, 2025
WEEKLY TOUCHPOINT The 2000s serve as a sobering reminder that even full decades can deliver disappointing results for investors—the S&P 500 posted a negative annualized retur
July 25, 2025
WEEKLY TOUCHPOINT Very Bad Advice Morgan Housel, the author of best selling books on finance, has said many things which ring a bell of truth. But in a recent June blog article, Ho
July 18, 2025
WEEKLY TOUCHPOINT Alternative investments such as private equity, private debt, and venture capital have gained momentum as investors seek greater diversification, inflation protec

