by Advising Partner | Feb 10, 2026 | Invested Interest
January 16, 2026 California’s Billionaires Tax The California Billionaires Tax is a proposed ballot initiative originating from a large healthcare workers union, not the state legislature or governor. If approved by voters in 2026, it would impose a wealth tax...
by Advising Partner | Feb 9, 2026 | Invested Interest
January 16, 2026 Big Policy Ideas, Big Consequences: Wealth Taxes, Housing Bans, and Credit Card Caps California’s Billionaires Tax Institutional Investors & Single Family Homes Trump Accounts Explained Capping Credit Card Interest Rates Big policy ideas...
by Advising Partner | Feb 2, 2026 | Monthly Note
February 2026 Investment Update Getting It Less Wrong: What Weather Forecasting Can Teach Us About Investing If you live in the Greensboro area, you’ve likely experienced the same frustration we have over the past two weeks: checking the weather forecast,...
by Advising Partner | Jan 2, 2026 | Monthly Note
January 2026 Investment Update Is the World Changing… or Are We Due for a Market Correction? As we turn the calendar to a new year, it’s natural to pause and take stock, not just of where markets have been, but of what may lie ahead. During a recent internal...
by Advising Partner | Dec 1, 2025 | Monthly Note
December 2025 Investment Update Is This the New Normal? A Year in Review The year 2025 challenged many of the assumptions investors carried into January. The pace of rate cuts, the durability of the labor market, the influence of artificial intelligence on...
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