Paul Karger shares his perspective with Yahoo! Finance’s Julie Hyman on gold’s continued momentum and its role in a diversified portfolio, broader asset allocation strategies beyond the traditional 60/40 model, and opportunities in private equity and private credit.
In a conversation with Julie Hyman on Yahoo Finance, Paul Karger discusses gold’s continued momentum and its role within a diversified portfolio, explores asset allocation strategies beyond the traditional 60/40 framework, and highlights the growing opportunity set in private equity and private credit.
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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July 2026
1 mins read
Videos
Private aviation is one of the most misunderstood corners of family office ...
Private aviation is one of the most misunderstood corners of family office planning — and the rules just changed again.
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In our latest TF Insights video, Brett Feldman (Director, Family Office Management…
In our latest TF Insights video, Brett Feldman (Director, Family Office Management at TwinFocus) sits down with Anthony Tivnan (Founder & President of Magellan Jets) to break down how ultra-high-net-worth families should actually think about flying private. Whether you’re evaluating your first jet card or reconsidering ownership in light of the new tax landscape, this conversation is packed with practical, timely insight. This content is provided for informational purposes only and should not be construed as investment, tax, or legal advice. Tax laws are subject to change and their application depends on individual circumstances. Please consult your tax and legal advisers regarding your specific situation.
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