John Pantekidis speaks with Finanical Advisor Magazine to discuss tax management strategies when in retirement
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.
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.
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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....
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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...
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July 2026
1 mins read
TwinFocus Insights
TwinFocus Co-Founder and Managing Partner Wes Karger is featured in Cheryl ...
TwinFocus Co-Founder and Managing Partner Wes Karger is featured in Cheryl Winokur Munk’s piece in Barron's Advisor, “Why Some Rich Families are Trading the Hamptons for Safaris this Summer.”
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In the article, Wes discusses an emerging trend among ultra-high-net-worth families: choosing…
In the article, Wes discusses an emerging trend among ultra-high-net-worth families: choosing remote, immersive travel experiences over traditional luxury destinations. Rather than simply escaping to familiar vacation spots, many families are seeking meaningful adventures that encourage genuine connection, presence, and time away from the constant demands of digital life. By disconnecting from the distractions of everyday life, TwinFocus clients are creating opportunities to strengthen family bonds, foster shared experiences across generations, and invest in memories that endure long after the trip ends. As Wes puts it: “When phones, social media feeds, video games, emails, and market updates become secondary, families often report deeper conversations, stronger relationships, and more lasting memories.”
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July 2026
1 mins read
TwinFocus Insights
It was a scorcher today, so the TwinFocus Women's Engagement Group executed...
It was a scorcher today, so the TwinFocus Women's Engagement Group executed a strategic ice cream run near the office.
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It was a scorcher today, so the TwinFocus Women’s Engagement Group executed…
It was a scorcher today, so the TwinFocus Women’s Engagement Group executed a strategic ice cream run near the office. A small break, a well-earned treat, and some good company on a very hot day. Check out the photo 👇
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