Archived commentary — for historical reference only

The articles and notes on this page reflect information and opinions as of their original publication dates. They may no longer reflect current market conditions or our views and should not be treated as a current market outlook.

This material is provided for general informational purposes only. It does not take account of any individual’s investment objectives, financial circumstances or needs, and is not intended as investment advice or a recommendation to buy, sell or hold any security or adopt any investment strategy. It should not be relied upon when making investment decisions.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.

Ronan Cox 10/21/26 Ronan Cox 10/21/26

Will the Fed Raise Interest Rates at the October 28, 2026 FOMC Meeting?

Ronan Cox puts the odds of an October 2026 Fed rate hike at 20–25%. Why a hold is likelier, what could change it, and why December matters more for markets.

Ronan Cox 10/21/26 Ronan Cox 10/21/26

How Important Are the 2026 Midterm Elections to the Financial Markets?

Do the 2026 midterms move markets? Ronan Cox on fiscal policy, taxes, volatility, post-election history, and why the Fed and the 10-year Treasury matter more.

Ronan Cox 10/12/26 Ronan Cox 10/12/26

Will a 6% 10-Year Treasury Yield Derail the U.S. Economy?

Ronan Cox explains what a 6% 10-year Treasury yield would mean for mortgages, borrowing, stocks and the deficit— and why the reason behind it matters most.

Ronan Cox 9/13/26 Ronan Cox 9/13/26

Will the FOMC Raise the Fed Funds Rate on September 16?

I put the odds of a September 16 Fed hike at ~55–60%. Here’s why the case has strengthened, why Friday’s CPI is the pivot, and what it means for markets.

Ronan Cox 9/10/26 Ronan Cox 9/10/26

How Important Is the September 11 CPI for Markets and the Fed?

The Aug CPI lands Sept 11, four days before the FOMC. I rate it 9/10 importance. Here’s what to watch, my market decision tree, and what it means for stocks.

Ronan Cox 8/26/26 Ronan Cox 8/26/26

What Will Kevin Warsh Say at Jackson Hole This Year?

Kevin Warsh gives his first Jackson Hole speech as Fed chair on Aug 28. My call: hawkish but non-committal. Here’s what to watch and what it means for markets.

Ronan Cox 8/8/26 Ronan Cox 8/8/26

Will All the AI CAPEX Benefit the US Economy?

Quick answer: Yes — but the magnitude and timing of the benefits will vary widely across sectors.

Ronan Cox 7/29/26 Ronan Cox 7/29/26

Will the Fed Raise Interest Rates in 2026?

Will the Fed raise interest rates in 2026? We put the odds of an FOMC rate hike before year-end 2026 at 55–65%. Here is our read on the Fed's next move — and what it means for HNW portfolios.

Ronan Cox 5/29/26 Ronan Cox 5/29/26

Family Constitutions: Formalizing Governance and Shared Values

Ronan Cox 5/25/26 Ronan Cox 5/25/26

How Geopolitics and Global Policy Shifts Affect HNWI Portfolios

Kathleen Hoelck 4/20/26 Kathleen Hoelck 4/20/26

Raising Financially Responsible Children in High Net Worth Families

Kathleen Hoelck 4/15/26 Kathleen Hoelck 4/15/26

Luxury Collectibles (Cars, Wine, Watches): Passion or Investment?

Ronan Cox 4/2/26 Ronan Cox 4/2/26

Global Asset Protection: How High-Net-Worth Individuals Safeguard Wealth Across Multiple Jurisdictions

Discover how ultra-high-net-worth families use captive insurance companies for risk management, asset protection, tax optimization, and multi-generational wealth planning. Learn how Christie Cox structures compliant, sophisticated captive strategies.

Ronan Cox 3/4/26 Ronan Cox 3/4/26

A Strategic Perspective for High-Net-Worth Wealth Management

A strategic perspective on wealth preservation for high-net-worth investors. Discover how real assets enhance portfolio resilience. Private advisory.

Ronan Cox 1/21/26 Ronan Cox 1/21/26

Private Placement Life Insurance (PPLI): Tax Efficiency for the Affluent

Private Placement Life Insurance (PPLI) offers UHNW families tax-efficient investment growth, asset protection, and estate planning advantages. Learn how PPLI works, when it makes sense, and why it’s a powerful tool for long-term wealth preservation.