ReCAPs & Insight

Highland ReCAP

A Review of Capital Markets

September 2025

By Highland | October 10, 2025
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August 2025

By Highland | September 3, 2025
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July 2025

By Highland | August 26, 2025
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ReCAPs Archive

DC Insight

Speculative Assets in Retirement Plans: A Prudent Perspective

By Mike Paolucci | October 2, 2025
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Roth Catch-Up Contributions: The Long-Awaited Rules Have Finally Landed

By Rich Swanner, CPFA, QKA | September 22, 2025
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Is Your 401(k) Ready for Private Assets? A Look Beyond the Promise

By Mike Paolucci | August 14, 2025
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DC Insight Archive

DB Insight

Glide Path 2025: Does Heightened Market Volatility Require a Change in Strategy?

By Mike Paolucci | June 10, 2025
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A Perspective on 2025 Tariffs

By Mike Paolucci | March 18, 2025
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Make Your Own Luck: Navigating Pension Risks in a World of Terminations

By Mike Paolucci | January 30, 2025
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DB Insight Archive

Family Wealth Insight

Sip and Savor: Enhancing Your Financial Strategy

By Randy Fairfax, CFP | August 5, 2025
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The Plan Is There for the Hard Days

By Randy Fairfax, CFP | May 19, 2025
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More with Meaning: Aligning Your Life and Wealth

By Randy Fairfax, CFP | January 15, 2025
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Family Wealth Insight Archive

E & F Insight

The E&F Advocate: Now a Law – The One Big Beautiful Bill Implications for Endowments & Foundations

By Highland | July 10, 2025
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The E&F Advocate: Impact of H.R.1 OBBBA on Endowments and Foundations

By Highland | June 3, 2025
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The E&F Advocate: Endowment Turbulence – A Crisis at the Crosswinds of Politics, Policy, and Portfolio Strategy

By Highland | May 13, 2025
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E & F Insight Archive