July 2025TwinFocus InsightsA big shoutout to our incredible team members who volunteered their time to serve meals at the Women’s Lunch Place—a safe, welcoming day shelter for women experiencing homelessness or poverty. Your generosity, compassion, and commitment to giving back makes us proud!Read More
July 2025TwinFocus InsightsWe’ve had the privilege of working with some of the world’s most accomplished families. But no matter how successful, we consistently observe five recurring pitfalls that quietly undermine wealth and obstruct long-term success. We explore these five themes in our latest thought piece.We’ve had the privilege of working with some of the world’s most accomplished families. But no matter how successful, we consistently observe five recurring pitfalls that quietly undermine wealth and obstruct long-term success: Overconcentration in Personal Real Estate Excessive Exposure to Private Investments Lifestyle Inflation & Liquidity Blind Spots……Read More
July 2025TwinFocus InsightsRevitalizing Qualified Opportunity Zones: An Overview of the One Big Beautiful Act ProposalExecutive Summary The One Big Beautiful Buildings Act (OBBBA) has enacted a comprehensive overhaul of the federal Qualified Opportunity Zone (QOZ) incentive program – “QOZ 2.0”, while not extended the QOZ 1.0 Program. Anchored by the Senate version of the……Read More
April 2025TwinFocus InsightsWhy Own Fixed Income? Our Purpose-Driven ApproachViews from a Legend David Swensen, the late Yale endowment CIO, is a legend in the asset allocation game. His book Pioneering Portfolio Management should be required reading for anyone in the investment management business. In the book, Swensen presents……Read More
April 2025TwinFocus Insights1Q-2025 Commentary: The Global Reconfiguration: Navigating Trade Tensions and Regime ChangeTwinFocus_MarketCommentary_Q2-2025…Read More
April 2025TwinFocus InsightsIn the first of a planned series of conversations on AI, TwinFocus Managing Director Jeffrey Heisler and StartFast Founder Chuck Stormon review a little history and outline key topics for understanding where AI is and where it may be going.Read More