What to do with an Existing Permanent Life Insurance Policy
The decision of what to do with a permanent life insurance policy – such as a whole life or universal life policy – at the point of retirement is often treated as a binary choice: keep paying the premiums or surrender the policy and walk away. However, for most high-net-worth families, treating a permanent policy […]
Week of May 17, 2026 – Weekly Economic Commentary
The world may not be awash in oil and gas right now, but there is a healthy supply of ministerial- level meetings discussing the oil and gas problem. Most of these meetings have concluded and will conclude that the situation with the Strait of Hormuz is awful . . . and that there is nothing […]
Bonds Crack, Stocks Finally Blink – May 18, 2026
Good morning, Equities spent most of last week as a picture of resilience. Bonds around the world, however, began to crack under the weight of rising inflation concerns. By Friday, that divergence became increasingly difficult to ignore. The steady climb in equities — powered by AI enthusiasm, resilient earnings, and a U.S. consumer that continues […]