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Three Lessons 2025 Taught Me (The Hard Way)

Written by: Mo Lidsky January 1st, 2026   When I reflect on 2025, what stands out most aren’t the financial highlights or the business lessons, but the deeper reminders about what it means to stay human, aligned, and anchored in an evolving world that’s difficult to...

Prime Quadrant Market Outlook: Q4 2025

Written by: Alex Da Costa “You never know you’re in a bubble until it pops.” As autumn falls into winter, a decided chill is blowing in the air and over stock markets.  Top of investors’ minds are concerns over a possible bubble.  Bubbles present...

Prime Quadrant Market Outlook: Q3 2025

Written by: Alex Da Costa “It’s déjà vu all over again” This wonderful quote from the legendary baseball sage Yogi Berra springs to mind as we reflect on the past few months. While the current tariff “war” is unprecedented, this is certainly not the first time we have...

Private Investments: Evergreen vs. Traditional Closed-Ended Funds

Written by: Alex Da Costa Over the last decade or so, private markets, like private equity and real estate, have been gaining traction with families looking for compelling returns and ways to diversify their portfolios beyond just public equity and fixed income....

How Political Systems Shape Inflation and Growth

Witten By: Dan Lavallee The immense and growing uncertainty around the world driven by conflicts and global trade makes it harder than ever to have a strong opinion about economic growth and inflation. The pessimistic view is that growth will be slower, and inflation...
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