
Quiet Wealth Insights

SVB and Individual Investors Shared a Common Problem: Falling for the Illusion of Safety from Fixed-Rate Debt
It wasn’t just SVB that lost big time from having too much fixed-rate debt. Investors have as well, and that should raise some questions for the asset management industry.

229 Things You Shouldn’t Do Without First Talking to Your Financial Planner
Making changes to finances during times of change and stress is often when financial mistakes are made. This list provides examples of when households should consider consulting a financial planner before taking a course of action.

New LGBTQ ETF for Investors to Evaluate
A recently launched ETF aims to invest in LGBTQ-friendly companies. But does it make sense in LGBTQ investors’ portfolios?