Financial Planning As a Microcosm of the Family Office Model

Published on January 30, 2025

Treat wealth as a family business.

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Pending Home Sales Unexpectedly Fall for First Time in Five Months

January 30, 2025
The National Association of Realtors® (NAR)unexpectedly fell 5.5% in December to 74.2, the first monthly decline since July. Pending home sales were expected to be unchanged from the previous month. The index is down 5.0% from one year ago.

Magnificent 7 to the Rescue!

January 30, 2025
Concerns about the outlook for Treasuries have fueled a resurgence of interest in the Magnificent 7 as a target for safe-haven flows.