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Many trends—including the explosive price changes in a handful of equities driven by a crowdsourced short squeeze—are indicative of an asset bubble. Grizzled market veterans are starting to draw comparisons with the go-go market of the late 1990s that ended with the tech bubble bursting in 2000. That thought leads many to conclude that ...

Using equities to customize for yield enhancement isn’t a completely new invention. Investors have had access to a variety of dividend-focused strategies for years. For investors who are less familiar with the ways they can tailor their portfolios for yield enhancements, there are two key approaches around factors and options that can be used...

Given what the Biden administration has indicated, President Biden remains intent on repealing parts of the 2017 tax cuts that benefited the highest-earning Americans and large companies. For family offices and their tax planning strategy, then, the pertinent questions are when will rates increase, and in what form? Based on the political dynamics ...

Solving world hunger—or “food insecurity”—is really hard. The solutions are not particularly sexy, and they require a very long-term outlook. In seeking to learn more about the problem, we reached out to the ones trying to solve it. In part 1 of this conversation, Barron Segar, President and CEO of the World Food Program USA...

President Biden has clarified he is committed only to a partial rollback of the Tax Cuts and Jobs Act of 2017, aiming to make permanent the tax cuts that went to lower- and middle-class Americans, while raising taxes on corporations and those earning more than $400,000 per year. A review of Biden’s platform shows there are five proposals that...

With the right tools and commitment, most businesses can make remote work just as productive, if not more productive, than in-person office work. Ultimately, remote work requires leaders to retune their managerial style to fit the situation. There are three powerful strategies that leaders can apply to help keep their remote employees engaged, and ...

As startup companies in the cloud, internet, and technology industry grow, they must balance resources between innovating products and services and building their businesses. The BPM Business Ownership Transition sat down with the San Francisco Business Times to discuss the nuts and bolts of value creation for startups. Listen in for more about the...

In Part 2 of the conversation on solving world hunger through innovation and strategic investing, we welcome two more entrepreneurs. Ezinne Uzo-Okuro, CEO of Terraformers, is using her background as a NASA scientist to empower people to grow healthy food and create sustainable livelihoods. Manuela Zierau, Global Lead of H2Grow, works with comm...

High net-worth families for whom privacy is a paramount consideration may be concerned that the Corporate Transparency Act, which became law on January 1, 2021, creates a risk of sensitive ownership information being exposed to the wrong persons. This may concern family offices; however, regulated private trust companies and trusts may be exem...

Throughout history, gold and silver have had many important uses, including as a hedge against inflation, deflation, and economic uncertainty. For the gold investors, they have managed to preserve their wealth during some tumultuous times, including the financial crisis of 2008 and the pandemic-induced economic crisis of 2020. When it comes to inve...

Many investors find themselves wondering whether the new Biden administration will change the U.S. trade policy toward China. Further, investors are wondering how they should position themselves. From this perspective, there is reason to believe that U.S.-China relations could remain unpredictable, and investors may be well served by a balanced por...

Investors should tread carefully with SPACs (special purpose acquisition companies), as costs and dilution post-merger may be larger than those borne via traditional IPOs. SPACs are like IPOs in that that they raise capital to take companies public. They are also referred to as “blank check companies” and are like a mystery bo...

There are nascent signs of inflation beginning to percolate within the U.S. economy, driven by higher input prices and supply shortages. Pent-up pandemic savings could become an inflationary force once the economy more-fully opens and offers opportunities for spending. The Fed has grown the monetary base materially and has emphasized a willingness ...