Hidden Risks in Charitable Gift Valuation

Published on January 7, 2026

Even 'controlling' interests may be subject to discounts for lack of control.

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Fiduciary Gatekeepers in the Crosshairs

January 7, 2026
OFAC enforcement action highlights sanctions risk for trustees, corporate service providers and family offices.

Market Valuation, Inflation and Treasury Yields - December 2025

January 7, 2026
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.