• Weekly Research Briefing: The Unrealized Capital Gains Tax Plan

    Oct 26, 2021

    It doesn’t matter if this goofball tax plan is aimed at billionaires, millionaires, or little green men, but if Congress is now grasping for handholds, then the super-sized stimulus plan is dead. Congress had better just try and get a $1 trillion stimulus package now before they crash that car also. What a wreck and waste of everyone’s time this has become.

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  • COVID-19 & Market Update

    October 19, 2021
    Hamilton Lane: COVID-19 & Market Update

    You always hate to say that we’ve turned the
    corner because whenever we thought we had
    turned a corner, we found that we were actually in
    a maze and pretty far from the exit, but I am going
    to say that we have turned the corner this time.

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  • Broader Horizons: The Case for Private Markets Investing

    May 6, 2021

    A dynamic and innovative global economy still offers investors plenty of long-term growth opportunities. The caveat: You may want to look beyond public markets to find them.

    Increasingly, companies are choosing to stay private longer, or never go public at all, and this could have large implications for investors.

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  • Quick Hits—Talking Private Wealth & Private Markets

    Hamilton Lane: QuickHits

    Calling all high-net-worth investors: It might be time to starting thinking beyond just stocks and bonds. In Hamilton Lane’s latest Quick Hits, Stephanie Davis makes the case for portfolio diversification that includes – you guessed it – investing in the private markets.

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  • 60/40 Revisited: Risk/Return
    Assumptions Require Imagination
    in Today’s Environment

    Traditional expectations of the 60/40 stock and bond portfolio may be due for a rethink. From today’s yield levels, bonds simply can’t contribute to a portfolio the way they historically have. For advisors and other allocators, this could mean shifting assets away from fixed income and into alternatives if they want to preserve the same risk and return profile that the 60/40 portfolio has historically delivered.

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