We aim to provide you with the most up-to-date thought leadership for all aspects of your financial life. In addition to your regular meetings and conversations with our advisory team, we also publish our insights on a range of topics including financial planning, investing, tax optimization and business advisory.
BLOGS
Breaking Away from Herding Bias
November 19, 2025
According to Capital.com, the Herding Bias “also known as the 'bandwagon effect', is a psychological phenomenon in which people rationalize that a course of action is the right one because 'everybody else' is doing it.
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NEPSIS NUGGETS
Nugget #27: This Bull Has Earned the Right to Run
November 11, 2025
Since the beginning of the current secular bull market in 2013, the S&P 500 Index has increased from 1,550 to 6,700… an impressive gain of 4.3x.
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NEWSLETTERS
Nepsis® 3rd Quarter 2025 Update
November 10, 2025
BLOGS
It’s Time to Tune Out Media Response Bias
November 5, 2025
Confirmation bias is a term from the field of cognitive psychology that describes how people naturally favor information that confirms their previously existing beliefs. Experts in the field of behavioral finance find that this fundamental principle applies to investors in notable ways.
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Nugget #26: Not Everything is Equal
November 1, 2025
The current bull market has largely been driven by a small number of stocks – with 10 stocks now representing almost 40% of the value of the S&P 500.
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Nugget #25: Scoring in Bunches
October 23, 2025
Many of us have heard the sports reference that certain teams "score in bunches." The financial markets can be like that too.
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BLOGS
Navigating International Expansion with Tax-Efficient Structures
October 23, 2025
Global market entry opens new horizons for firms ready to tackle cross-border tax complexities. Strategies such as transfer pricing, foreign…
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