Retirement Income Architecture™
By John Lau, CPA, CFP® Market & Planning Update July 2026 Helping You Coordinate Better Financial Decisions If there was one lesson from July, it’s this: The headlines were much noisier than the markets. There were plenty of reasons for investors to feel uneasy. Every day seemed to bring a new story about inflation, interest […]
“The Private Markets Playbook” by Allocate Institute with Raj Bhattacharyya and Stuart Katz
How do leading wealth managers thoughtfully incorporate alternatives into client portfolios? In the latest Allocate podcast episode of The Private Markets Playbook, Raj Bhattacharyya and Stuart Katz share insights on private markets, portfolio construction, and the growing role of AI in wealth management. Why Most Firms Miss on Alts: It’s NOT the Product, It’s the Plumbing […]