Annuities for High-Net-Worth Investors: Seeking Stability Amid Market Uncertainty

Seeking Stability with Annuities Amid this year’s market volatility, certain high-net-worth individuals and families who have historically been comfortable with risk are shifting their behavior. Some are now expressing increased interest in annuities to manage uncertainty and protect future income. In 2024, total annuity sales were $432.4 billion, up 12% from the prior year. Overall […]
Investment Commentary – April 21, 2025

Executive Summary Last week was another round of “headline roulette” where Trump claimed a trade deal with the EU was imminent (though he provided no details or timeline); Trump was more specific about a U.S.-Ukraine minerals accord, saying a deal would be signed in a week; Trump addressed Powell on social media, saying his removal […]
Economic Commentary – April 21, 2025

Timing is everything, so the saying goes. Economists would paraphrase this by saying “time frame is everything;” play around with the time frame enough and one can perhaps prove just about anything, in co-conspiracy with the ability of statistics to do the same. As world economies march towards May, serious questions about the relevant time […]
Hopefully Just An Overnight Overblown Spike In Fear – April 21, 2025
Good morning, Under the heading of “Careful What’s Wished For”, tariffs are not in the headlines this morning. Unfortunately, this morning’s financial markets headlines may be worse, and Donald Trump’s apparent desire to sack Jerome Powell has the dollar down, gold up, equities down, and a steeper yield curve (long-end yields up / prices down). […]