South Florida’s wealthiest communities face new risks. Learn why stats don’t tell the whole story and how you can protect what matters most.

Discover how long-short strategies can supercharge tax-loss harvesting—generating losses even in rising markets. Learn the benefits & risks.

Over the past few years, homeowners' insurance costs have risen sharply across the U.S. and especially in California. However, there's an additional challenge in the Golden State: access. Years of wildfire losses and regulatory pressures have strained the state's insurance market, leading many middle-tier and high-net-worth insurers to withdraw.

Given a resilient but soggy economy, structural rather than cyclical themes remain the most appealing for investors. Clearly, the investment and adoption of Artificial Intelligence (AI) remains one of the top themes. For the third year in a row, AI hyperscaler companies have contributed over half of U.S. equity’s double-digit returns.