Trends and Perspectives

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

Our Latest Perspectives

Thursday, April 30, 2026

Preparing for the Sale of Your Business: A Timeline

For owners of family businesses and other closely held companies, the opportunity to sell and generate liquidity can be both exciting and overwhelming.
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Wednesday, April 29, 2026

Social Security and Medicare What Seniors Need to Know About Two Big Decisions

As you enter your 60s and reach retirement age, you have some big decisions to make that can significantly affect your finances and quality of life.
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Wednesday, April 22, 2026

Planning Your Assets in Case of a Divorce

These steps can help reduce financial risk and preserve your family’s wealth.
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Wednesday, April 15, 2026

How Disruption in the Strait of Hormuz Can Move Markets Fast

The Strait of Hormuz is more than an oil chokepoint—disruptions can ripple through energy markets, food inputs, and critical materials worldwide.
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Monday, April 13, 2026

A Business Owner’s Guide to the Spectrum of Liquidity Options

Explore liquidity options for founders. From dividend recaps to strategic sales, learn to balance post-transaction control with your short and long-term goals.
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Wednesday, April 8, 2026

Preserving Family Wealth: Before, During, and After Marriage

Creating an enduring financial legacy becomes more challenging with each branch that is added to the family tree through marriage. We examine strategies for preserving wealth and harmony across generations.
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Tuesday, April 7, 2026

Funding the Future: The Capital Sources Fueling AI

Investment Banking’s Anu Sharma and Jim O’Connor discuss potential sources, incentives, and implications for AI capital formation.
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Tuesday, March 31, 2026

AI and Healthcare's Digital Front Door: The Future of Patient Engagement

AI is reshaping the healthcare “digital front door,” streamlining everything from scheduling to payments. Explore how intelligent automation is turning patient engagement into a competitive advantage.
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Monday, March 30, 2026

The GENIUS Act: Unlocking a $23 Trillion Stablecoin Opportunity

With regulatory clarity emerging, stablecoins are set to disrupt cross-border payments. See how the GENIUS Act drives mainstream institutional adoption.
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Thursday, March 26, 2026

The “Software Apocalypse” Narrative: Fact or Fiction?

Shares of mega-cap software companies recently fell amid fears that agentic AI could replace them entirely. Here’s why those concerns may be overblown and how to spot the real AI winners.
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