Borrowing Against Your Investment Portfolio: Benefits, Risks, and Lombard Lending Strategies
Borrowing against your portfolio can create liquidity without selling assets—but it introduces risks that must be carefully managed. From margin calls to leverage exposure, this strategy requires discipline and a clear understanding of when it truly makes sense.
This article explores how securities-based lending works, where it can go wrong, and how to approach it thoughtfully within a broader wealth strategy.
Deglobalization and Investing: How Structural Shifts Are Redefining Markets and Why Active Management Matters Now
For decades, globalization acted as a powerful tailwind for markets, driving efficiency, expanding trade, and supporting steady economic growth. That era is now changing. Trade fragmentation, rising geopolitical tensions, and supply chain reshoring are reshaping inflation dynamics, capital flows, and market leadership. In this new environment, the assumptions that supported passive investing are becoming less reliable. As correlations weaken and volatility increases, the ability to adapt becomes critical. In this piece, Stone Creek Advisors CIO and Co-Founder, Kasey Wopperer, examines how deglobalization is transforming the investment landscape and why active management may be essential for navigating the structural shifts ahead.
Essential Tips to Secure Your Financial Future in 2026
Start 2026 on the right financial footing with these 5 essential tips. From refreshing your budget and increasing retirement contributions to paying down high-interest debt and revisiting financial goals, this guide helps you take control of your money. Learn how proactive planning can secure your future and build lasting wealth.
2026 Retirement Contribution Limits: What You Need to Know
The IRS has increased 2026 retirement contribution limits, giving savers more opportunities to grow tax-advantaged assets. Learn what’s changed for 401(k), 403(b), and 457(b) plans, including higher employee deferral and catch-up limits, as well as updated IRA and Roth IRA contribution and income phase-out rules. This overview breaks down the key updates and what they mean for your retirement planning.
Why I Left M&A: The Heartbreak of the Unprepared Exit
A former M&A advisor explains why most business owners lose value at exit—and how early planning can protect your wealth, lifestyle, and legacy.
2025 Year-End Review CIO Letter & 2026 Investment Outlook: Positioning to Endure—Not Just Perform
A measured look at Q4 2025 finds an economy still standing, but with more questions than answers. The outlook weighs market resilience against persistent headwinds, highlighting both opportunity and risk as the year closes. Look for pragmatic guidance shaped by uncertainty and grounded in careful analysis.