Insights
Field notes from the long arc.
Quarterly thinking from our investment, security, and stewardship desks. Written for principals, not the news cycle.
Markets · Featured
The Long Arc of Gold
Why bullion remains the only asset with a five-millennium track record — and what that means for portfolio construction in a softening dollar regime.
May 2026 · 8 min read
Wealth
Estate Planning After the Sunset
The 2026 unified credit reset changes the calculus for generational transfers. A field guide for principals and their counsel.
Apr 2026 · 11 min read
Markets
Private Credit's Third Act
Direct lending has matured. Where the risk now sits — and which sleeves of the market still reward patient capital.
Apr 2026 · 6 min read
Security
The Vault and the Cloud
Chase-Bank's CISO on the case for hardware-bound authentication and the quiet end of SMS one-time codes.
Mar 2026 · 5 min read
Stewardship
When the Second Generation Disagrees
Family governance protocols that have survived liquidity events, marriages, and three economic cycles.
Feb 2026 · 9 min read
Lending
Art as Collateral
How Chase-Bank underwrites Basquiats and Brancusis — and the conservation covenants that come with the loan.
Jan 2026 · 7 min read