This video breaks down Larry Fink’s latest annual letter and what it signals about the growing role of private markets in global wealth creation. We reframe these ideas specifically for private equity professionals, exploring how additional private markets exposure interacts with your existing concentration, liquidity profile, and career risk. 

In this week’s video, I walk through how different the outcomes were depending on where you were invested in Q1 2026. To conclude the video, I cover how bonds have moved past a historic diversification slump, and how they can be structured to compliment a portfolio.

In the video, we walk through the “Lost Decade” as a case study to illustrate how dramatically outcomes can differ across markets, and why global diversification can play a critical role in building a more resilient, better-aligned portfolio.

Axiom and Dimensional Fund Advisors discuss the function, use, tax optimization, and customizations available with separately managed accounts (SMAs).

What happens if you've contributed to much to a 529 plan? Watch this week's video to learn about your options.

The kids are back in school, and tuition checks are being written. Here is your guide to 529 plans.

What to think about when utilizing a line of credit to meet commitments.