Cautious Optimism: Shift Exposure, Stay Balanced

Published on June 13, 2025

Despite inflation worries, fiscal deficit concerns, and continued geopolitical conflict, equity markets posted strong returns in May on the back of easing tariff tensions, lower probability of recession, and better than expected US Q1 earnings.

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How is Equity Typically Given to Founders?

June 13, 2025
If you’re a founder, you probably know you’ll own equity in your company. But what that actually looks like—and how it changes over time—isn’t always obvious.It doesn’t stay the same from Day 1 to exit. It evolves as your company grows, raises funding, and brings in outside investors. And depending on how your equity is structured, the tax consequences can vary a lot.Let’s break down how is equity

The Fed Can Now Declare Victory Over Inflation

June 13, 2025
When it comes to inflation, America has reached a “Mission Accomplished” moment. Rule No. 1 of inflation reports is never to read too much into one report, but there have now been several months of fairly low inflation, so it seems safe to call it: The Fed did its job. Pandemic inflation is over.