When we asked some investors to rank their greatest economic fears, soaring oil prices topped the list. Yet equity markets have rebounded sharply and asset prices have snapped back, even as economic forecasters warn of mounting risks ahead. Are markets dangerously complacent or do resilient fundamentals support their optimism?
King Lip of BakerAvenue shares how advisors navigate taxes, emotion, and liquidity in concentrated stock positions while looking ahead to private markets and the AI boom in our season 6 finale of Financial Perspectives.
