GeoWealth Raises $38M in Series C Funding Led by Apollo

Published on August 4, 2025

In connection with the deal, Apollo and GeoWealth have forged an arrangement on public-private model portfolios.

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The Fight Over the Future Dominate Currency Will Come Down to This

August 4, 2025
I will point out that one particular oft-overlooked capability will most likely determine the dominant currency in the future — the ability of a currency to preserve and protect the value of intangible assets into the future.

How to Handle Portfolios With High Unrealized Gains

August 4, 2025
Many portfolios consist of highly appreciated, concentrated positions. Investors are hesitant to rebalance these portfolios due to concerns about paying capital gains taxes. Such hesitancy is often unwarranted.