Trends and Perspectives

Stay up to date with our take on trends that matter most.

Our Latest Perspectives

Wednesday, August 26, 2026

One-and-Done or Dose-and-Repeat? Gene Editing Faces RNA Competition

The race between permanent gene edits and repeat-dose RNA therapies is reshaping how investors and developers assess therapeutic value.
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Wednesday, August 26, 2026

Insurance AI’s Next Phase: Beyond Incremental Efficiency

Insurance carriers are using AI to improve workflows, but long-term competitive advantage may depend on rethinking how work gets done.
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Tuesday, August 25, 2026

Four Pre-Liquidity Considerations From the One Big Beautiful Bill Act

Last year’s passage of the One Big Beautiful Bill Act (OBBBA) has major implications for business owners and pre-liquidity planning. While the new permanence of gift and estate tax exemptions has drawn more headlines, changes to qualified small business stock (QSBS) rules might be more consequential, especially for founder-owners.
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Tuesday, August 25, 2026

Retirement and Wealth Transfer: What They Mean For Shareholders

For many investors, the two most important financial goals are to fund a long and successful retirement and to transfer their wealth. With thoughtful planning and strategic management of their portfolios, investors can successfully balance their retirement and wealth-transfer goals.
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Monday, August 24, 2026

Your Child Receives Birthday Money

How to turn gifts into financial lessons that pay a lifetime of dividends.
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Monday, August 24, 2026

Changing Jobs?

7 financial considerations when you’re starting a new job.
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Friday, August 21, 2026

Rideshare Growth Incrementally Driven by Power Users

With new rider growth slowing, rideshare platforms are betting on power users to drive the next phase of expansion.
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Thursday, August 20, 2026

The Labor Bottleneck Reshaping Home Renovation

Home renovation demand is holding up well, but a shortage of skilled labor could make projects slower, costlier, and harder to start.
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Thursday, August 20, 2026

Getting Married: 5 Financial Considerations

How to successfully merge financial lives with your partner.
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Wednesday, August 19, 2026

The Next Move for Consumer Packaged Goods: Strategic Plays for a Sector Under Pressure

Valuation pressure, shifting demand, and stalled growth are forcing CPG leaders to rethink their playbook.
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