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In The News

What are some of the ways investors are thinking about income beyond tradit... What are some of the ways investors are thinking about income beyond traditional bonds? Read More

Paul Karger recently shared his perspective with CNBC on insurance-linked securities, including… Paul Karger recently shared his perspective with CNBC on insurance-linked securities, including catastrophe bonds, as one area investors may consider as part of a diversified portfolio. Insurance-linked securities have characteristics that differ from traditional financial assets, including exposure to insurance and catastrophe risk. As with any investment strategy, they involve risks and are not appropriate for every investor. Read More

In The News

Wes Karger, Co-Founder and Managing Partner of TwinFocus Capital, was recen... Wes Karger, Co-Founder and Managing Partner of TwinFocus Capital, was recently featured in Financial Planning discussing tax considerations around in-kind charitable donations. Read More

Wes Karger, Co-Founder and Managing Partner of TwinFocus Capital, was recently featured… Wes Karger, Co-Founder and Managing Partner of TwinFocus Capital, was recently featured in Financial Planning discussing tax considerations around in-kind charitable donations. Wes shares his perspective on donating highly appreciated assets, including publicly traded securities, and some of the complexities associated with donating less-liquid assets that may require appraisal. {The views expressed are Wes Karger’s own, made in his capacity as a media commentator, and do not constitute investment, tax, or legal advice or a recommendation to buy or sell any security. This post is shared for informational purposes only and is not an endorsement of TwinFocus or its services by Financial Planning or the author of the article. TwinFocus is an SEC-registered investment adviser; registration does not imply a certain level of skill or training.} Read More

In The News

Wes Karger was recently featured in Financial Planning discussing the poten... Wes Karger was recently featured in Financial Planning discussing the potential benefits and drawbacks of borrowing against fine art as a liquidity strategy for ultra-high-net-worth clients. In "The Art of Borrowing Against a Picasso," Wes explains that while art-secured lending can be a useful tool in certain situations, it's rarely the first option: "It's last on our list in terms of a strategy that would be feasible for a client, and the reason for that is art lending is very expensive in terms of specialty lending practices." Read More