2025

Innovation in Cash Management

July 21, 2025

Cash management in a high-rate environment has become a performance battleground, and recently, new products have been created to help investors maximize their returns on cash reserves. Vanguard’s recent introduction of two new short-term Treasury ETFs, VBIL and VGUS, exemplifies…

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Atlanta Entertained

July 14, 2025

Hartsfield-Jackson Atlanta International Airport has been the busiest airport in the world for over two decades —and 2024 was no exception. According to a report published by Airports Council International World, Delta’s headquarters and largest hub saw over 108 million…

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Tax Cuts 2.0

July 7, 2025

On Friday, President Trump signed into law a broad tax-and-spending package that extends and expands several provisions from the Tax Cuts and Jobs Act (TCJA) of 2017 that were due to sunset in 2026. The new law includes significant tax…

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The Great Office Market Divide

July 1, 2025

As we reach the midpoint of 2025, the U.S. office market is undergoing a transformation that’s reshaping investment strategies, tenant expectations, and urban development. The term on every commercial real estate professional’s lips? Bifurcation. This growing divide between high-performing, amenity-rich office…

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Peak People

June 23, 2025

What do you think of when you hear the word population? Ever expanding? Overpopulation perhaps? It seems natural to observe rising rents, low unemployment, shrinking apartments, crowded tourist attractions, supply shortages, or traffic jams in sprawling suburbs and conclude that…

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Home Ownership in America – A Fading Dream?

June 17, 2025

The American dream of home ownership might be fading. For decades, the government has tracked the difference between renting and owning. The Federal government recently published its latest home affordability index, which measures the cost of home ownership versus renting.…

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Days of Our Lives

June 9, 2025

Daytime soap operas have not been the same since “Days of Our Lives.” Known for its controversial subjects, it aired from 1965 to 2022. Today’s political news cycle continues to be a running soap opera of sorts.  Wave after wave…

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Will SBICs Thrive Under Pressure?

June 2, 2025

So far, 2025 has been a year of surprises from Washington. Among the changes have been headcount reductions in the federal government, including a 43% workforce reduction in the Small Business Administration (SBA) driven by the cost cutting efforts of…

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Does Patience Bring Good ‘Fortune’?

May 27, 2025

Good fortune comes in all forms. Warren Buffett is fond of mentioning his good fortune to be born in the USA. He has also experienced the good fortune of lucid longevity, despite what strikes me as ill-advised dietary habits, including…

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Take the Smooth Road to Wealth Accumulation

May 19, 2025

I was cheered recently when a client referenced the deleterious effect negative returns have on wealth accumulation. He pointed out that a 25% loss requires a 33.3% gain to get back to flat. Steep losses are a killer when it…

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