You fund affordable housing in your city. You run youth mentorship programs. You pour resources into health equity work in historically underserved communities.
Now answer this question honestly: Does your endowment reflect any of that?
At Zenith Wealth Partners, we believe in helping clients understand every tool available to them. And this quarter’s markets didn’t follow the usual script, so Andrew Tudor, CAP, CFP®, and Jason Ray broke down what’s actually happening and what it means for your portfolio. Missed the live session? The full recording is ready for you.
June’s market story is one of genuine strength coexisting with real tension. Strong capital spending, elevated valuations, and sticky inflation are all pulling in different directions at once. Research from JPMorgan, LSEG, Goldman Sachs, and BlackRock confirms that AI investment is doing heavy lifting for both economic growth and corporate earnings, but it’s also concentrating market leadership in ways that leave investors more exposed to valuation risk than the headline numbers suggest. Throw in a cautious Fed and geopolitical pressure on energy prices, and portfolio construction this month requires more care than usual.
June’s market story is one of genuine strength coexisting with real tension. Strong capital spending, elevated valuations, and sticky inflation are all pulling in different directions at once. Research from JPMorgan, LSEG, Goldman Sachs, and BlackRock confirms that AI investment is doing heavy lifting for both economic growth and corporate earnings, but it’s also concentrating market leadership in ways that leave investors more exposed to valuation risk than the headline numbers suggest. Throw in a cautious Fed and geopolitical pressure on energy prices, and portfolio construction this month requires more care than usual.
At Zenith Wealth Partners, we believe in helping clients understand every tool available to them. That’s why we invited Brahm Rhodes, Ph.D., co-founder of Fictive Ventures and an experienced early-stage investor, to walk through the reality of angel investing. Covering what it is, how it works, and what it actually takes to get started.
Zenith’s Chelsea Ransom-Cooper, CFP® sat down with business broker Erika Baez-Grimes, CM&AP to break down everything first-time buyers need to know about entrepreneurship through acquisition, from the silver tsunami reshaping small business ownership to the one question you should ask every seller you meet.
