The owners who keep the most are rarely the ones who negotiated hardest. They are the ones who did the boring work early, while there was still room to move.
Why changing domicile is a process built over time, not a checklist, and how Washington's evolving tax landscape is drawing closer scrutiny to relocations.
Patrick Fletcher · Feb 2, 2026 · 3 min readTax & Charitable PlanningCharitable bunching, donor-advised funds, and the math behind the timingA clear-eyed look at when charitable bunching actually compounds in the donor's favor and when it doesn't, with attention to recent tax law nuance.
Ryan Halleran · Jan 22, 2026 · 3 min readToday's scams are more convincing than ever. Simple habits keep you ahead of them.
Paulina Hazen · Jun 25, 2026 · 4 min readTom Fletcher's series · Portfolio ConstructionBelow the SurfaceEmerging Market DiversificationThe iShares Emerging Markets ETF (EEM) isn't the diversifier it once was — three AI-chip names from Korea and Taiwan now make up nearly 29% of the fund. A look beneath the index.
Tom Fletcher · Jun 18, 2026 · 4 min readPatrick Fletcher's series · Family & Next GenerationThe Other Side of the Table: Notes From the Receiving EndAn inheritance is not a windfall. It is a responsibility someone hands you.
Patrick Fletcher · Jun 18, 2026 · 3 min read13 briefings
Why "energy" shouldn't be reduced to oil majors or a sector ETF — five sub-sectors of the energy complex respond very differently to geopolitical supply disruption.
Our perspective, May 26, 2026A practitioner view on where we sit in the current cycle, what historical analogues actually tell us, and the asset allocation decisions that follow from the framework.
Our perspective, Mar 15, 2026After years of capital-light software dominance, the AI buildout demands physical infrastructure — power, metals, and the resource industries that supply them.
Our perspective, Mar 3, 2026A mid-Q1 2026 perspective on the corrections in Bitcoin and precious metals, and how GenSphere views debasement-oriented holdings during periods of volatility.
Our perspective, Feb 25, 20261 briefing
1 briefing
