In The News

Conversation starters and thought provokers

Retirement savings or college tuition? How should parents prioritize?

Retirement savings or college tuition? How should parents prioritize? It’s rarely a one-size-fits-all answer — the right approach depends heavily on each family’s specific circumstances, from health and career stage…

September 2026 1 mins read

In a new Financial Planning piece by Zoe Sagalow, “Advising Clients Stuck in the College Tuition No-Man’s-Land,” John Pantekidis flags a financial aid pitfall that catches even sophisticated families off guard: gifts from grandparents or other relatives to a student’s parents can quietly disqualify that student from financial aid.

In a new Financial Planning piece by Zoe Sagalow, “Advising Clients Stuck in the College Tuition No-Man’s-Land,” John Pantekidis flags a financial aid pitfall that catches even sophisticated families off guard:…

September 2026 1 mins read

Why Own Fixed Income? Time for an Update.

Introduction In April 2025, we published Why Own Fixed Income? Our Purpose-Driven Approach, arguing that fixed income is not a portfolio ballast or filler, but rather “a suite of precise…

September 2026 8 mins read

What are some of the ways investors are thinking about income beyond traditional bonds?

Paul Karger recently shared his perspective with CNBC on insurance-linked securities, including catastrophe bonds, as one area investors may consider as part of a diversified portfolio. Insurance-linked securities have characteristics…

September 2026 1 mins read

Wes Karger, Co-Founder and Managing Partner of TwinFocus Capital, was recently featured in Financial Planning discussing tax considerations around in-kind charitable donations.

Wes Karger, Co-Founder and Managing Partner of TwinFocus Capital, was recently featured in Financial Planning discussing tax considerations around in-kind charitable donations. Wes shares his perspective on donating highly appreciated…

September 2026 1 mins read

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Disclaimer

The content above is for informational purposes only and should not be construed as investment, legal, or tax advice, or as a recommendation of any specific security or strategy. Any views expressed are as of the date of publication and are subject to change. References to third-party publications or media appearances are for informational purposes only and do not constitute an endorsement of TwinFocus or its services. Investing involves risk, including possible loss of principal.

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