Case Studies

Welcome to the circus of modern finance, where the clowns wear expensive suits and the tricks cost you more than a ticket to the show. From the glittering promises of ...
What If I Told You That Not All Bonds Are Created Equal? Would You Know the Difference? Imagine this: your objective is security, peace of mind, and a guaranteed fixed ...
Recently, a client asked me, “With the U.S. elections and the Fed’s latest moves, what’s your take? And what should I do with my portfolio?” It’s a great question, given ...
With the Federal Reserve possibly trimming rates, commodities giving us mixed signals, and tech stocks behaving like they’ve had too much coffee, now’s a good time to rethink your strategy ...
As AI takes over the world, Nvidia is leading the charge. Their chips are powering everything AI-related, and naturally, their stock is skyrocketing, fueled by big expectations for AI market ...
The recent global technical outage caused by a glitch in CrowdStrike's update, which disrupted air travel and impacted various industries, has brought significant attention to the vulnerabilities in the cybersecurity ...
Art can now be a liquid investment and here is how you can benefit Sotheby’s latest financial innovation, a $700 million art-backed debt security, is revolutionizing the intersection of art ...
Welcome to the Investment Excellence Space At TFE, we are constantly striving to deliver unparalleled value and performance to our investors. It is with great excitement that we introduce the ...
The Investment Trap: A Life Observation As a financial planner, I've spent years observing the patterns of human behavior when it comes to money management and investing. One observation stands ...
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