Revitalizing Qualified Opportunity Zones: An Overview of the One Big Beautiful Act Proposal

Executive Summary The One Big Beautiful Buildings Act (OBBBA) proposes a comprehensive overhaul of the federal Qualified Opportunity Zone (QOZ) incentive program – “QOZ 2.0”. Anchored by the Senate version of the OBBBA, the legislation renews the government’s commitment to……

Why Own Fixed Income? Our Purpose-Driven Approach

Views 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……

In 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.

TwinFocus Research / Municipal Bonds: Navigating Policy Shifts, Resilient Yields, and Tax-Exemption Crossroads

Municipal Bonds: Navigating Policy Shifts, Resilient Yields, and Tax-Exemption Crossroads Recent volatility in the municipal bond market has understandably raised concerns among investors. Despite these fluctuations, we believe the fundamental credit quality of municipal bonds remains robust, and current conditions……

U.S. Trade Policy in Focus: Understanding the Historical, Forward Looking, and Market Impacts on Global Commerce and Asset Classes

Executive Summary This paper analyzes tariffs, their historical context, advantages, disadvantages, and alternative policy measures. President Trump intends to use tariffs as a tool for economic policy and national security, aiming to increase revenues, lower trade deficits, and enhance US leverage.……