Activest’s Head of Wealth Strategy Juan Xavier Sánchez recently shared his analysis on The Fed’s decision on Wednesday not to change interest rates with ConnectMoney. He argued the three dissenting votes reinforce the committee’s increasingly hawkish bias and could strengthen efforts to contain inflation expectations, adding that with a faltering ceasefire and oil back near $90, he reads the move as “a hawkish hold rather than an all-clear.” Still, Sánchez remains constructive on markets, pointing to resilient corporate earnings and stressing that “portfolios should be built to work whether the Fed hikes or holds, not on guessing the Fed correctly.”. You can read the full article here
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Activest Founder and CEO Isaac Wakszol recently spoke to InvestmentNews to share his perspective on mergers and acquisitions. Because Activest serves multi-generational families with international ties, Isaac thinks in generational time horizons, a frame he argues is incompatible with acquirers whose private equity backers require exits within a few years. Rather than accepting offers to be absorbed, he says he is focused on “bringing in like-minded advisors who share our purpose and our values and want a real path to partnership,”. His advice to smaller RIAs is to begin with purpose, not price, and to ask the questions that truly matter: who owns the client relationship after close, what happens to the people, and whether the firm will still be recognizable in two years. See the full article here
Activest Managing Partner Jacob Taurel was recently interviewed by InvestmentNews to discuss how the financial management industry approaches elder financial protection. He pointed out that most firms wrongly treat diminished capacity as a compliance event rather than a human one. Jacob advocates building authority in stages, mainly a second signer on an account, expanded visibility for a trusted family member, and a documented escalation path, well before any cognitive concern arises He also stressed that monitoring the family’s communication rhythm matters as much as watching account activity. You can see the full article here
Activest Managing Partner Jacob Taurel was recently featured on Asset TV’s Meet the RIA, where he discussed Activest’s mission, how we’ve evolved, our approach to generational wealth, and more. Jacob also addressed how we create international teams to address the many cross-border issues our clients may come across. You can watch Jacob’s full interview here.
Managing Partner at Activest Wealth Management Jacob Taurel, was recently interviewed by Professional Wealth Management about recent tensions in the Middle East and their effects on the market. Jacob explained that the fall of one of the world’s most dangerous regimes “not just a geopolitical event” but an economic inflection point. Although he says short-term caution is warranted, he argues that markets often overcorrect during geopolitical crises and that a decisive outcome could ultimately prove supportive for risk assets. Read the full article here
