INSIGHTS

The prevailing narrative across media continues to suggest that U.S. equities are being held up by a handful of mega-cap technology names. While this may have been true early in the cycle, recent market data paints a very different picture - one of broad-based technology leadership, extending well beyond the giants of Silicon Valley. Over the past quarter, small-cap technology stocks have outperformed their large-cap counterparts by a wide margin . The Small-Cap Tech Index ha

MyTimeEquity Opens New Office in Plano, Texas to Strengthen Local Client Connections We’re proud to announce the official opening of our newest office at 4116 Spring Creek Pkwy, Unit 100, Plano, TX 75024—a significant milestone in the continued expansion of MyTimeEquity, and a clear reflection of our mission to blend cutting-edge financial innovation with genuine, personal relationships. This new location marks more than just growth in square footage. It represents a deeper c

If you’ve realized a capital gain in 2024—whether from the sale of real estate, a business exit, or appreciated stock—there’s still time to act. Two well-established strategies can help you defer taxes and preserve more capital: Qualified Opportunity Zone (QOZ) investments and 1031 exchanges. What Is an Opportunity Zone Strategy? The Qualified Opportunity Zone program allows investors to reinvest eligible gains into designated Opportunity Zones. If done within the required

In recent years, the private markets have undergone a striking evolution — not just in terms of strategy, but in accessibility. What was once the exclusive domain of institutions and ultra-high-networth investors is now steadily becoming available to individual investors, largely through the wealth management channel. Fueling this shift is a surge of new product structures, from evergreen funds to more retail-adapted drawdown vehicles. Designed to broaden access and simplify