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CAPE MAY WEALTH WEEKLY

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Simple Investments, Complex Investments

Sep 8, 2026

Simple Investments, Complex Investments

Where should affluent investors be mindful of investing guilty pleasures?

Cape May Monthly Review (08/2026)

Sep 5, 2026

Cape May Monthly Review (08/2026)

What's new at Cape May Wealth Advisors?

Playing Different Games, the Wealth Management Edition

Sep 1, 2026

Playing Different Games, the Wealth Management Edition

What do affluent investors expect from their banks and wealth managers?

Don't ask for active management – ask for true alignment, differentiated ideas, and agility

Aug 25, 2026

Don't ask for active management – ask for true alignment, differentiated ideas, and agility

Guest Article by Swen Lorenz of Sarnia Asset Management

The Best Ways to Protect Your Portfolio Against an AI Bubble Burst

Aug 18, 2026

The Best Ways to Protect Your Portfolio Against an AI Bubble Burst

A Guest Article by David Höhl

What To Think About When Pitching A Family Office

Aug 11, 2026

What To Think About When Pitching A Family Office

A Guest Article by Benedikt Langer of Embracing Emergence

The Catalogue and the Cash Flow

Aug 4, 2026

The Catalogue and the Cash Flow

What does it mean to own a piece of music?

Cape May Monthly Review (07/2026)

Aug 1, 2026

Cape May Monthly Review (07/2026)

What's new at Cape May Wealth Advisors?

In Defense of Average

Jul 28, 2026

In Defense of Average

Where does beta-oriented investing make sense?

What's your Alpha?

Jul 21, 2026

What's your Alpha?

How should affluent investors allocate their time and capital?

Four Common Mistakes in Your Wealth Projection

Jul 14, 2026

Four Common Mistakes in Your Wealth Projection

Which (misunderstood) factors drive your long-term return requirement?

Thoughts on Thematic Investing

Jul 7, 2026

Thoughts on Thematic Investing

'Flavor of the month' or valid investment strategy?

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CAPE MAY WEALTH WEEKLY

Insights into wealth management, family offices, and more.


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