The U.S. fiscal crisis represents a profound investment reality demanding investor attention. Debt-to-GDP is well north of 100%, establishing itself as a critical theme reshaping markets through interest rates, government policies, and the impact on taxpayers. For sophisticated investors, the implications of rising U.S. national debt must be confronted with eyes wide open.
Learn MoreWatch NowMembers have exclusive access to all of the following in the month of August.
Download our National Debt & Deficits white paper on "The Facts Every American Needs to Know." Our investment team dives deep into this theme and the impact of ballooning entitlement spending as a percentage of U.S. government spending.
DownloadDownload our before-and-after look at “The One Big Beautiful Bill Act: A Tax & Estate Planning Impact Analysis for High-Net-Worth Families.”
DOWNLOADIn order to make this theme actionable, we're hosting conversations with tax and estate planning experts from accounting advisory firm Anchin, Block & Anchin and boutique law firm Kleinberg, Kaplan, Wolff & Cohen to arm high-net worth investors with actionable insights from the One Big Beautiful Bill Act.
Learn moreFor high-net worth investors, the passage of the “One Big Beautiful Bill Act” represents a fundamental shift from temporary tax patches to permanent tax and estate planning wealth-building opportunities.
We’re arming you with actionable tax and estate planning insights from the One Big Beautiful Bill Act by providing exclusive access to law and accounting experts. We invite you to join us for virtual sessions on August 12th, and August 21st.
Learn More about accessing our National Debt & Deficits Month content by contacting us.
Our investment team has produced an analysis of our National Debt & Deficits theme. In a related white paper, we’ve also partnered with accounting firm Anchin to provide actionable tax and estate planning insights from the “One Big Beautiful Bill Act” for high-net worth individuals.
