Investors have had plenty to digest this year. Markets have continued to show resilience, but the path forward remains unusually complex. Geopolitical uncertainty, questions around inflation and interest rates, and the concentration of market gains in a narrow group of technology and AI-related companies have all contributed to a more cautious investment environment. While these…
Reports of a recent survey of Nvidia employees show approximately 80% of employees are millionaires and 50% are worth over $25 million. Jensen Huang, CEO of Nvidia, recently noted, “I’ve created more billionaires on my management team than any CEO in the world.” We have also seen a number of our clients caught up in…
Stock based compensation has become increasingly popular because of the advantages to both the companies and the employees. However, many highly compensated individuals find themselves in a situation where they are wealthy on paper – yet unable to protect that wealth. Investors who have spent their lives building their careers at a single company may…
If you want to add investment real estate to your portfolio, you may want to know what a 1031 Exchange is. While the rules and regulations for this tactic can get complicated, understanding the basic concepts may help you decide if this strategy is right for you. Conducting a 1031 Exchange involves a complex set…
Artificial intelligence (AI) tools are already invading every aspect of our lives. Debates are ongoing about how it will infiltrate individual industries. Governments are working to understand AI and determine how to regulate something that affects much more than the digital space. Its potential uses are being realized everywhere, from musicians turning 50-year-old demo recordings…
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are categorized as short-term gains (a gain realized on an asset held one…
High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply equally to them as with any other investor, but the affluent investor needs to be mindful of issues that typically arise only from substantial wealth. Let’s examine a few of these. Being Too…
Employers do what they can to foster a sense of ownership in their employees. After all, if you stand to benefit from a company’s success, you’re more likely to do a great job for them, or so the logic goes. So, when you are hired for a job or promoted within your existing company, you…
Read the article published on NASDAQ The past few years have provided us with plenty of world-altering events, horrifically bad news and massive challenges. I think the big investment story though is not inflation or the pandemics effects on the economy, but how well many management teams responded to these challenges. It is not just what…
By Tom Koch, a nonresident senior fellow at the Atlantic Council’s Africa Center and Director of Global Capital and Strategy at FCA Corp, a Houston based investment advisory firm that is advisor to the Commonwealth International Series Trust, a US mutual fund group. As published on Atlantic Council As COVID-19 and the war in Ukraine continue to hurt the African…