Having the right compass and key to your wealth is critical. This means understanding your family goals, investment goals, risk vs return, and understanding the macro impact in the environment we are investing in.
Capital Compass and Key: Weekly Blog
Learn how today's AI market differs from the dot-com bubble and why concentration risk, earnings, and diversification still matter for long-term investors.
Is owning 20–25 stocks still enough to be diversified? Mark Gargano explains how market concentration has changed and what investors should consider when managing portfolio risk.
A tax return is more than a filing requirement. Mark Gargano explains how it can reveal planning opportunities, guide tax strategy, and help families make better long-term financial decisions.
Topics We Explore
Capital Allocation
Public and private markets, risk management, and portfolio construction.
Business Ownership
Liquidity events, succession planning, and preparing your next chapter.
Family Wealth
Multi-generational perspectives, legacy, and meaningful communication.
Economic Perspective
Macro trends, market cycles, and what they mean for long-term decisions.
