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Macroeconomy & Policy

36 posts

Analysis of economic trends, monetary policy, and regulation shaping investor decisions across private and public markets.

6 minute read

The One Big Beautiful Bill Act and the Retiree Balance Sheet

The One Big Beautiful Bill Act reshapes retirement planning, impacting AGI, Medicare IRMAA premiums, SALT deductions, estate tax exemptions, Medicaid eligibility, and charitable strategies for private investors and UHNW retirees.

February 11, 2026

3 minute read

When “Small” No Longer Means Small in Investment Management

The SEC proposes redefining small investment advisers by raising AUM thresholds, modernizing regulatory flexibility analysis, and reshaping compliance expectations for RIAs, investment companies, and independent advisory firms.

January 14, 2026

3 minute read

Macroeconomy & Policy

The One Big Beautiful Bill Act: Effects on Philanthropy

Analyze the One Big Beautiful Bill Act (OBBBA) impacts on philanthropy: navigating the AGI floor, benefit cap, QCD limits, and 2027 scholarship credits for optimized tax efficiency.

January 7, 2026

3 minute read

2026 Tax Planning: Stability and Key Adjustments for Private Investors

The OBBB Act ensures permanent QBI, low capital gains rates, and the high Estate Tax exemption. What investors should know heading into 2026.

December 10, 2025

4 minute read

The Mexican Private Credit Paradox: High Yields in an Underbanked Economy

The private credit sector in Mexico addresses the severe financing gap faced by SMEs, driven by inefficient traditional banking, high interest rates, and increasing opportunities for alternative lenders seeking strong returns.

November 18, 2025

2 minute read

Government Shutdown Creates New Private Market Dynamics

A federal funding lapse is impacting government operations, economic data releases, and private markets, shifting focus to liquidity solutions and alternative data amidst tight conditions.

October 22, 2025

3 minute read

The OBBB Effect: What It Means for Clean Energy Projects

New fees, rescinded federal support, and shorter tax credit windows are reshaping project economics, pushing developers toward private financing, tighter timelines, and strategic adaptations.

September 30, 2025

2 minute read

The Fed’s Pivot Triggers the “Great Re-Allocation”

The Federal Reserve's recent rate cut initiates a capital reallocation, boosting risk asset investments, increasing gold prices, and enhancing private market liquidity, promising growth recovery.

September 29, 2025

2 minute read

Kicking Off a New Era in Football Finance

Private capital is transforming European football, with US investors increasingly buying minority stakes in clubs, while private debt and multi-club ownership expand.

September 10, 2025

3 minute read

Macroeconomy & Policy

Higher Returns, Higher Risk: The Coming Revolution in Your 401(k)

Recent news on 401(k) plans to include alternatives like private equity and crypto, promising higher returns but posing significant risks and complexities for investors.

August 19, 2025