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Amazon’s stock history is a case study in investor discipline. Despite multiple 50%+ crashes—including one of 94%—it’s delivered massive long-term returns. This post breaks down what Amazon’s journey teaches us about volatility, risk, and the importance of staying invested.
February was quiet but productive for private investments. All sectors—from private equity to real estate and credit—posted positive returns, highlighting the long-term reliability of these strategies.
Private investments kicked off 2025 with strength across the board. From equity to credit, January returns reaffirmed their place as stable and income-generating components of well-diversified portfolios.
As financial advisors, our role extends beyond managing investments—we must also help clients prepare for life’s challenges, including cognitive decline. By addressing this issue early, establishing trusted contacts, and regularly reviewing plans, we can safeguard both our clients and their financial well-being. In this blog, we explore proactive strategies to ensure clients maintain control and dignity in their later years while protecting their legacy.
Private investments continued to deliver strong results in 2024, with private credit leading the way in income generation. Our latest update explores December’s performance and the outlook for 2025.
Investment scams are evolving, and pump-and-dump schemes are on the rise, targeting unsuspecting investors through social media and messaging apps. Fraudsters pose as financial professionals, luring victims into exclusive groups where they manipulate stock prices for profit—leaving investors with losses. Learn how to spot the red flags and protect your wealth.
November 2024 showcased the consistent strength of private investments. With steady returns across private equity, real estate, and credit, funds like BPIF, BREIT, and OCIC continue to demonstrate their value as stable and growth-oriented portfolio components.