Insights
Perspectives on markets, planning, and the art of living well in the second half.
January Moved Fast
A look at what happened in markets during January 2026 and how we are positioning portfolios heading into the new year.
January 2026 Market Check-In
Year End Update
Reflecting on the year that was and what it means for the year ahead. Key takeaways for your portfolio and plan.
December 2025 Market Check-In
November 2025 Market Check-In
AI Boom vs Internet Bubble
Is the AI trade the next dot-com? We look at the parallels, the differences, and what it means for long-term investors.
Bend Not Break
Wonders in West Texas
Co-Investment Portfolio — Inside Our Private Markets Success
See the real results of our premier private market co-investments — from SpaceX and Anthropic to Anduril and Agility Robotics. Access typically reserved for institutions, now available to qualified clients.
What Most Advisors Get Wrong About Retirement Income
Traditional distribution planning is built on two fundamental flaws. Monte Carlo simulations assume markets are random, and planning tools ignore private alternatives. Here's why we built The Second 50 Method.