ReCAPs & Insight

Highland ReCAP

A Review of Capital Markets

May 2025

By Highland | June 5, 2025
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April 2025

By Highland | May 5, 2025
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March 2025

By Highland | April 4, 2025
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ReCAPs Archive

DC Insight

The Buffett Indicator

By Mike Paolucci | December 17, 2024
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Cost of Living Adjustments 2025

By Rich Swanner, CPFA, QKA | November 14, 2024
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The Elusive 5%: Is It Making a Comeback?

By Kyle McNamara, CFA, CEBS | October 15, 2024
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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

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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Times Are Changing – Should You?

By Ryan Smeltzer | October 8, 2024
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Family Wealth Insight Archive

E & F Insight

The E&F Advocate: Impact of H.R.1 OBBBA on Endowments and Foundations

By Gaurav Patankar, PhD | 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 Gaurav Patankar, PhD | May 13, 2025
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The E&F Advocate: Key Takeaways on Proposed Endowment Tax Changes

By Gaurav Patankar, PhD | April 16, 2025
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E & F Insight Archive