I am Jan, founder of Cape May Wealth. I share my insights about alternative investments, asset allocation, family offices, and more.
Feb 3, 2026
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13 min read
Where can - and should - affluent investors access debt in their portfolios?
Jan 31, 2026
12 min read
What's new at Cape May Wealth Advisors?
Jan 27, 2026
16 min read
How much can affluent individuals spend on their lifestyle?
Jan 20, 2026
14 min read
Taking a holistic approach to liquidity
Jan 13, 2026
Navigating challenges of an unavoidable obligation
Jan 6, 2026
Getting your portfolio in order for the new year
Dec 29, 2025
22 min read
Why ‘private bankers’ should consider going independent
Dec 22, 2025
What's new with Cape May Wealth Weekly?
Dec 16, 2025
Best practices for exits, and finding liquidity in 'stuck' assets
Dec 9, 2025
18 min read
Why GPs like them - and why I don't
Dec 2, 2025
17 min read
What I learned about strategy, sourcing, and due diligence
Nov 25, 2025
15 min read
Or: Hunting the Complexity Premium
Nov 18, 2025
Dealing with Taxable Gains, Equity Misconceptions, and Diversifiers
Nov 11, 2025
Nov 4, 2025
It is worth paying more to access top-tier funds?
Oct 28, 2025
Real concern, or a ‘paper tiger’?
Oct 21, 2025
Why simplification, diversification, and performance might justify higher fees
Oct 14, 2025
11 min read
Unwanted Consequences of the "Magnificent Seven" Rally
Oct 7, 2025
How GPs try to solve it - but do you really need to be worried?
Sep 30, 2025
A misunderstood source of capital
Sep 23, 2025
Five common mistakes to avoid
Sep 16, 2025
Best practices on the right price, capital structure, and more
Sep 9, 2025
Pathways to an unusual career
Sep 2, 2025
Can (affluent) investors make do without professional support?
Aug 26, 2025
Tools work best when used as intended