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The cryptocurrency market, and specifically Bitcoin, has grown significantly and offers investors high potential returns. It is commonly argued that Bitcoin should be considered by investors as a store of value and portfolio hedge. However, there are a number of risks that investors should evaluate before considering an allocation.

“I’m 100 percent not you, and you’re 100 percent not me.”— Find out why that powerful reminder from guest Cassie Atteberry is the key to making the “people stuff” easier for you, your family, and your organization. In this episode, Cassie joins host Damien Martin to share insights to help you to show up as the best version of yourself, build higher-performing teams, and deliberately create a healthy and successful organizational culture.

With the rising interest rates and media speculation around the level of credit spreads, corporate bond investors are reminded of the 2013 taper tantrum when credit spreads widened. For investors concerned about increased market volatility, allocating to a rules-based ladder strategy may provide both predictable income and capital preservation.

Singapore has been trending upward—becoming the place that is increasingly synonymous with family offices. Since 2019, Singapore has seen a growing number of high-profiled businesspeople establish family offices there. In addition to tax incentives, interest in Singapore is fueled by the potential growth in Asia, where many see the island nation as a gateway to the region. Apart from tax and other external driving forces, Singapore has attractive investment incentives available for family offices or family investment vehicles.

When portfolios don’t deliver outcomes as expected, the number one question is “Why?” In this Risk Report, the answers are provided through an examination of more than 200 institutional equity portfolios, representing more than $200 billion assets. What was discovered may surprise you. From a portfolio’s exposure to uncompensated risks to the performance-hindering “cancellation effect,” there were six common drivers of unexpected portfolio results.

Real estate can play an important role in diversified portfolios by acting as a hedge against rising prices. However, like other income producing asset classes, rising interest rates can put downward pressure on real estate valuations. Can real estate offer investors inflation protection if the Federal Reserve continues to raise rates to combat higher prices?

Establishing residency in a state with lower tax rates can result in significant tax savings for some individuals and trusts. But changing residency is not as straightforward as it might seem. Additionally, states have become aggressive in challenging residency changes to avoid losing out on tax revenue. This paper reviews the residency rules for individuals, identifies steps to establish new residency, and addresses residency audits. It also provides an overview of the residency rules for trusts.

Against the global macroeconomic backdrop, there are pockets of investment opportunities—in particular, metal exporters in the frontier markets space. That's because regulation and consumer preferences are creating demand for clean transportation, which will drive strong growth in the metals of the future: copper, aluminum, nickel, cobalt, and lithium. This could bolster the outlook for commodity exporters, and could also improve the prospects for markets with burgeoning mining investments.

When selling a business, owners often focus on closing the deal. An additional focus on personal wealth planning opportunities could result in significant savings on income, gift, and estate taxes. This planning checklist outlines the key factors to consider.

The New Inflation Reduction Act (the "IRA") was passed with a simple majority vote in the U.S. The IRA would raise approximately $450 billion to pay for deficit reduction, clean energy, and climate investments.