Dave Daglio joins CNBC “Squawk Box Asia” to discuss a range of topics including TwinFocus’s
In The News
Dave Daglio joins CNBC "Squawk Box Asia" to discuss a range of topics including TwinFocus's current investment strategies, anticipated Fed rate cuts, gold pricing trends, and the impact of AI on the financial landscape
Dave Daglio joins CNBC Squawk Box Asia to discuss TwinFocus’s current investment strategies, anticipated Federal Reserve rate cuts, gold pricing trends, and the growing influence of AI on the financial landscape.
1 min read
all categories
Dave Daglio joins CNBC “Squawk Box Asia” to discuss a range of topics including TwinFocus’s
Paul Karger was recently featured on the Celebrity Estates podcast from Wea...
Paul Karger was recently featured on the Celebrity Estates podcast from Wealth Management / Trusts & Estates, hosted by Senior Editor David Lenok.
Read More
A few things Paul said that stood out: Prenups aren’t just a…
A few things Paul said that stood out: Prenups aren’t just a “what if the marriage ends” document. Paul makes the case that the real value is in the clarity they force early on, getting both partners’ financial expectations, family obligations, and future plans on the table while everyone is still on the same page. Full transparency and separate counsel aren’t optional. Paul emphasizes that a prenup only holds up, legally and relationally, when both sides fully disclose their finances and have their own independent legal representation. A prenup is only as good as the plan around it. Paul walks through why these agreements need to be coordinated with trusts and broader estate plans, and why couples have to actually follow the agreement afterward (for example, when buying property or combining assets) or it can lose its force. Worth a...
Read More
July 2026
9 mins read
TwinFocus Insights
To Raise or Not to Raise, A "Hawkish Hold"
To Raise or Not to Raise, A "Hawkish Hold"
The Federal Open Market Committee left the federal funds rate unchanged at…
The Federal Open Market Committee left the federal funds rate unchanged at its July meeting, delivering the hawkish hold that markets had largely anticipated. However, the market reaction implies the story is more nuanced than the headlines suggest. The Fed Decision While the vote was more hawkish than expected, with three of the nine committee members preferring a rate increase, the accompanying message struck a more dovish tone, emphasizing the need to be “especially prudent at these uncertain times” with Chairman Warsh reiterating there is “no tolerance” for inflation running above target. The caution likely reflects an acknowledgment of current constraints. Monetary policy is not effective against the current sources of inflation; an oil supply shock compounded by supply chain disruption and potential tariff-induced pressures. Conversely, the Q2 real GDP advanced estimate eased to 1.5% from 2.1% in Q1, with...
Read More
July 2026
2 mins read
Videos
Resilience isn't taught in a textbook. Sometimes it's learned on a mat, in ...
Resilience isn't taught in a textbook. Sometimes it's learned on a mat, in a gym, in a community that refuses to give up on its young people.
Read More
Resilience isn’t taught in a textbook. Sometimes it’s learned on a…
Resilience isn’t taught in a textbook. Sometimes it’s learned on a mat, in a gym, in a community that refuses to give up on its young people. That’s the world Level Ground has built in Dorchester, and TwinFocus is proud and excited to support them as part of our 20th anniversary campaign, “20 Years of Trust, Impact, and Gratitude.” Level Ground is far more than a martial arts gym. Yes, they offer professional instruction in MMA, Brazilian Jiu Jitsu, Kickboxing, and Muay Thai, free for children and teenagers, and affordable for adults. But what happens at 1490 Dorchester Ave goes well beyond the mat. Through their Student Trainer Program, young people receive academic tutoring, college application support, workforce development training, nutrition education, and 1:1 mentorship. They don’t just learn how to fight, they learn how to build a future. The results speak for themselves....
Read More
July 2026
10 mins read
TwinFocus Insights
Research Note: Gold's Surge Revisited
Research Note: Gold's Surge Revisited
Following one of the strongest multi-year advances in its history, gold has…
Following one of the strongest multi-year advances in its history, gold has entered a period of correction. This naturally raises the question: has the fundamental investment case for holding gold changed, or does the decline simply reflect a repricing of short-term expectations? The price of gold appears to respond to several factors operating over different time horizons. Some of the factors that carried gold higher in 2024 and 2025 have weakened, while others remain firmly in place. Distinguishing cyclical pressure and structural support is essential to understanding whether recent weakness represents a change in trend or merely a pause within a longer-term bull market. Our conclusion is that the role of gold in a diversified portfolio has not fundamentally changed. Performance For much of the last 30 years, Gold has kept pace with, and at times outperformed, the strongest major...
Read More