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May 22, 2025
Washington State Enacts Historic Tax Increases Amid Budget Shortfall
On May 20, 2025, Governor Bob Ferguson of Washington State signed into law a series of tax increases to address a projected $16 billion budget shortfall. The centerpiece is Senate Bill 5167, a $77.8 billion biennial budget for 2025–2027, marking a 6.5% increase over the previous budget. Key Tax Legislation Legislative Context The Legislature passed […]
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May 15, 2025
KISS: The New Trends of 2025 Reshaping Financial Markets
When challenged over a shifting position, John Maynard Keynes famously replied “when the facts change, I change my mind. What do you do, sir?”. In theory, this sounds like sound advice. In practice, the challenge is knowing which facts matter, and which just provide noise. Even more challenging for investors is knowing what to do […]
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May 8, 2025
From Exclusive to Essential: The Rise of Private Markets in Modern Portfolios
Private market investments were the exclusive domain of institutions and ultra-high-net-worth investors for decades. These asset classes are characterized by limited disclosure, high minimum investment thresholds, and long lock-up periods, which have historically made them opaque and difficult for retail investors to access. However, private markets have grown dramatically and have become an increasingly important […]
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May 1, 2025
Navigating a Shifting Global Landscape
The global landscape appears to be entering a period of significant change. From trade policies to international alliances, many long-standing frameworks are being re-evaluated. Louis-Vincent Gave, Founding Partner and CEO of Gavekal, joined Manish Bhandari of Vallum Capital for a broad-ranging conversation on CNBC to discuss their views on the U.S. dollar, a potential bull market […]
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April 23, 2025
Financial Planning Strategies to Consider During Market Volatility 
In today's environment of heightened market volatility, staying grounded in a sound financial strategy is more important than ever. While market movements can't be predicted, you can control how you plan, save, and allocate your assets. Periods of market uncertainty can present meaningful opportunities to revisit your financial strategy, make thoughtful changes, and position yourself for […]
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April 17, 2025
Around The World Of Policy Goals
The following article was originally published on March 11, 2025. In today's rapidly changing economic and political environment, some of the events and examples are now outdated. However, the below article provides a still-relevant perspective on the high-level policy goals driving many of the major countries around the world.  “We have no eternal allies, and […]
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April 9, 2025
Quarterly Market Update - April 2025
This week’s market volatility has brought uncertainty back into focus, driven largely by escalating tensions around tariffs and trade. In response to these developments, we are presenting a special edition of our quarterly Chartbook, featuring a timely interview with our Chief Investment Officer, Jeff Dicks. This edition will explore the causes of the current volatility, […]
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April 3, 2025
From GameStop to Newsmax: Meme Stocks and Modern Investing
In early 2021, a handful of out-of-favor stocks, including GameStop and AMC Entertainment, suddenly skyrocketed in price, defying all traditional valuation logic and heralding the rise of the "meme stock" phenomenon. A meme stock is a company whose shares jump sharply due to viral attention and enthusiastic online followings rather than because of business fundamentals​. […]
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March 20, 2025
Tax Tips for Divorce Planning: Key Considerations for a Smooth Financial Transition
Divorce can be an emotionally and financially challenging process. Among the many complexities, navigating the tax implications of divorce is often overlooked but critically important. Understanding how your filing status, child-related deductions, support payments, and asset transfers impact your tax obligations can help you make informed decisions that protect your financial future. 1. Timing of […]
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March 13, 2025
Trump's Three Market Priorities
The below article was published on February 18, 2025. In today's rapidly changing economic and political environment, some of the events and examples are now outdated. However, since publishing this article, Louis recently reiterated his high-level view that Trump's three market priorities seem to be: lower bond yields, lower energy prices, and lower the US […]
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