Insights

How can advisors help investors worry less and feel more secure? The most unsettling information uncovered in the IWI study was that 84% of people experience anxiety just thinking about their investment portfolio.

Over the past few years we have witnessed the propensity of investors to fund even the most absurd investment ideas with upwards of trillions of dollars. To this we say “OMG”. What part of your Ivy League MBA brain allowed you to think that it was a good idea?

As debt becomes more expensive due to higher borrowing costs and a new 1% excise tax on buybacks, will funding company share purchase with debt be worth it?