Blog

23 Jun The Erosion of Dollar Dominance: Implications for the U.S. Economy and Global Markets

Posted at 12:51h in Blog by Ram Kolluri

In recent years, a confluence of global geopolitical and economic events has significantly impacted the status of the U.S. dollar as the premier global reserve currency. The Biden Administration's policies, while addressing immediate financial concerns and geopolitical challenges, are perceived by some as potentially undermining...

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21 Jun What is Family Wealth Management: A Comprehensive Guide

Posted at 17:00h in Blog by [email protected]

Navigating the Evolving Landscape of Family Wealth ManagementIt is noteworthy that in the modern world financial flow becomes an increasingly important process, which makes the protection and further increase of family wealth essential. However, one may ask the following question, what really means family wealth...

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05 Jun Maximizing Wealth Estate Planning Beyond 2025 TCJA

Posted at 16:53h in Blog by Ram Kolluri

Advanced Estate Planning Strategies for High-Net-Worth Families Ahead of the 2025 TCJA Sunset The Tax Cuts and Jobs Act (TCJA) of 2017 introduced significant changes to the U.S. tax code, notably expanding the exemptions for estate, gift, and generation-skipping transfer (GST) taxes. These expanded exemptions, however,...

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03 Jun Navigating the Perilous Path of US Capital Markets Now

Posted at 06:17h in Blog by Ram Kolluri

What has actually emerged in the US Capital Markets as the current market structure possesses various characteristics that are paradoxical in nature and should therefore be managed carefully. On this side of things, the bond markets are relying on hopes that the Federal Reserve will...

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21 Apr Reality Check in the US Capital Markets

Posted at 09:11h in Blog by Ram Kolluri

Having attained twenty two record closing highs since the start of 2024, the large cap index, the S&P 500 went down by 5. 64% three weeks ago ending on April 19 from the previous week’s 57%. At the same time, the economically cyclic sensitive Russell...

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07 Apr US Capital Markets – a Compass Reading “Let the Tape Speak for Itself”

Posted at 09:11h in Blog by Ram Kolluri

US Capital Markets: The large caps, defined by the S&P 500 index have gained 9. 11% year-to-date while the Small Caps represented by Russell 2000 index was little better and still in the positive zone with a return of 1% only. 80%. Bonds, measure by the...

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18 Oct Unprecedented selloff in the bond markets and their implications for investors for the foreseeable future.

Posted at 07:52h in Blog by Ram Kolluri

Disclaimer: This piece is intended for educational purposes only and not to be construed as investment advice. Please consult a qualified financial advisor before implementing any thoughts discussed in this blog. Opinions expressed in this blog are solely mine and mine alone.What happened in the bond markets...

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02 Oct US stock and bond indices are down, and economic recession forecasts galore – time to panic?

Posted at 07:35h in Blog by Ram Kolluri

Author’s note: I managed investor funds as a fiduciary for the past four decades, with one goal – to make my client’s wealth compound over tme. In writing this blog, I aim to cut through the noise in the financial markets and help you make informed investment...

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