John Pantekidis shares his insights with Financial Advisor Magazine on effective tax management strategies for retirees, highlighting approaches to preserve wealth, optimize withdrawals, and minimize tax impact during retirement.
“Private Credit BDCs: Gradually, Then Suddenly”
“Private Credit BDCs: Gradually, Then Suddenly”
“Private Credit BDCs: Gradually, Then Suddenly” Introduction Private credit, more precisely large…
“Private Credit BDCs: Gradually, Then Suddenly” Introduction Private credit, more precisely large non-listed BDCs, are in the headlines. These structures provide access to private credit, previously limited to institutions and HNW individuals, and tout yields of 10% or more in a liquid interval fund format. After nearly a decade of delivering as promised, a series of subprime defaults and concerns about AI disruption of SaaS business models have raised questions about portfolio quality among investors, leading to redemptions requests well in excess of fund gates. While the asset managers argue the defaults are idiosyncratic events, there is a growing concern they are the canary in the coalmine of broader systemic risks We are not going to debate these points. The opacity of reporting makes it difficult to definitively challenge their claims, while others have taken deep dives into the various...
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March 2026
13 mins read
TwinFocus Insights
From Unipolar to Multipolar: The Investment Implications
From Unipolar to Multipolar: The Investment Implications
From Unipolar to Multipolar: The Investment Implications While we cannot predict an…
From Unipolar to Multipolar: The Investment Implications While we cannot predict an end date to the current conflict in the Middle East, we believe the actions of the US and its “friends” in this war thus far mark the break between the end of a unipolar world and the beginning of a multipolar one. Executive Summary The Macro Shift: The unipolar framework, the 70-year “security-for-loyalty bargain” between the US and the rest of the world, has been undergoing a structural de-rating marked by a long slow simmer of discontent. The Catalyst: We view Operation Epic Fury and the 2026 Hormuz Crisis as the rupture point, confirming that the oft-forecasted multipolar world is finally here. The “Dead Cat Bounce”: Do not mistake the dollar’s recent two-week spike for a return to US exceptionalism. We see this as mechanical reflex of the...
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March 2026
1 mins read
TwinFocus Updates
We were thrilled to host this year’s TwinFocus Alpine Summit in beautiful B...
We were thrilled to host this year’s TwinFocus Alpine Summit in beautiful Big Sky, Montana — bringing together clients and friends for a few memorable days in the mountains.
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We were thrilled to host this year’s TwinFocus Alpine Summit in beautiful…
We were thrilled to host this year’s TwinFocus Alpine Summit in beautiful Big Sky, Montana — bringing together clients and friends for a few memorable days in the mountains.
We’re truly grateful that so many of you chose to spend your time with us and be part of this special gathering. The Summit was filled with great conversations, fresh mountain air, and unforgettable runs on the slopes.
Moments like these remind us how valuable it is to step away from the day-to-day, connect in person, and share experiences together. Thank you to everyone who joined us and helped make the 2026 TwinFocus Alpine Summit such a success. We’re already looking forward to the next one!
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March 2026
1 mins read
Videos
20 Years of Trust, Impact & Gratitude
20 Years of Trust, Impact & Gratitude
Twenty years ago, we set out to build a firm grounded in…
Twenty years ago, we set out to build a firm grounded in trust, integrity, and long-term relationships. What we’re most proud of today is not just our growth, but the strong partnerships we’ve built with our clients, our employees, and our community.
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