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Why Half the Stock Market Disappeared (And Where Smart Money Is Going Instead)
3rd December 2025
Jeff Carnrite, partner at Carnrite Ventures, reveals why venture capital has become essential for wealth building. As the number of public companies shrinks, the number of private opportunities is expanding. He explores why careful selection is essential in the current environment. The firm's "fund size as strategy" approach to early-stage investing explains how to evaluate venture performance, using top-quartile benchmarks, and details breakthrough investments from a $10 billion biotech revolutionizing genetics to energy storage solutions powering the AI infrastructure boom.
Risk Awareness, Resilient Outcomes: A Modern Look at Insurance
3rd November 2025
Carol Sherron, SVP, a Zone Client Advisory Leader for Marsh McLennan Agency’s Private Client Services business shares how affluent families can protect their wealth through comprehensive risk management. She discusses common insurance gaps that leave even successful families exposed, the rising impact of natural disasters on the industry, and why specialized advisory services go far beyond traditional coverage to safeguard multi-generational legacies.
From Small-Town Texas to Venture Capital: How This Investor Is Powering Women-Led Success Stories
29th October 2025
Carrie Colbert, Founding and Managing Partner at Curate Capital, shares her journey from a small Texas town to building a differentiated venture capital fund that invests in proven, revenue-generating, women-led companies. She discusses how her philosophy of betting on yourself, and investing in businesses ready to scale, has helped redefine what success looks like in venture capital.
Stavis Wealth and Curate Capital Join Forces to Redefine Women's Legacy
29th October 2025
A new partnership that pioneers new pathways to prepare for the Women's Wealth Wave (™)
Get to Know Rebekah Rodgers
28th September 2025
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Rebekah Rodgers, our Investment Operations and Trading Associate.
Wall Street to Main Street: A Vision for Smarter Investing
25th September 2025
Erkko Etula, CEO and co-founder of Brooklyn Investment Group, joins the Legacy Lounge to share his journey from Goldman Sachs to building a firm dedicated to empowering advisors. He reveals how innovation, index investing, and technology are reshaping wealth management and giving advisors back their most valuable asset, time.
Charitable Planning in the Aftermath of the OBBBA
23rd September 2025
When Congress passed the One Big Beautiful Bill Act (OBBBA), headlines largely focused on the higher estate tax exemption, changes to income tax brackets, and updates to business deductions. But tucked within the bill are implications that may reshape how high-net-worth families approach charitable planning.
Life Insurance Isn’t Just One Thing. Here’s How to Find the Right Fit for You.
21st July 2025
Understanding the types of life insurance available, and which one fits your needs, isn’t just a box to check. It’s a powerful step in aligning your financial life with the future you want to build.