David Hauser || M&A and HNWI Wealth Tracker

No significant updates today.

No significant updates today.

Nevada Luxury Real Estate Risks

• 🔥 Lake Las Vegas Home Disputes: Dozens of homeowners in a Lake Las Vegas 55+ community claim million-dollar...

Warsh's debut as Fed Chair signals a deliberate retreat from forward guidance and dot plots, creating greater policy ambiguity ahead of the June FOMC...

• Preparation beats experience: Owners sell once while buyers transact constantly, leading to common mistakes despite profitable outcomes.
• Rebuild...

• Private credit faces no crisis, but its stable-yield story is under real-time audit as scale and private-wealth distribution expose liquidity and...

Sustainable estate planning, family narrative continuity, and homestead governance together form a complete framework beyond tax and investment...

Two tracks define 2026 tax moves for HNW clients.

• Business and real estate track: S corp elections cut self-employment taxes by $5k–$20k; cost...

Million-dollar homes in Lake Las Vegas are cracking and sinking, prompting homeowners to sue Pulte Group for systemic fixes instead of isolated...

Vanguard is extending duration and favoring quality credits after 10-year yields topped its fair-value range, viewing the move as a buying opportunity...

Morgan Stanley has shifted heavily toward wealth and investment management, now generating 54% of net revenues from these segments by end-2025, up...

A retired couple with pension, Social Security, and IRA income faces roughly $4,000 more in annual federal tax starting January 2026 if TCJA expires....

New York’s $6.94 million exemption (2024) sits far below the $15 million federal threshold under the OBBBA, leaving many HNW families exposed to state...

Larry Swedroe argues AI is accelerating market efficiency, shrinking opportunities for active outperformance and making evidence-based factor...

Markets now price ~30bp of rate hikes through 2027, lifting the 10-year Treasury to 4.56% and tightening real yields. The American Century...

Strong sale contracts allocate risk through reps, warranties, earn-outs, and indemnification to prevent post-closing disputes.

• Illiquid wealth...

Private Credit Scrutiny Intensifies

• 🔥 BlackRock DOJ Probe: BlackRock faces a DOJ investigation into private credit fund valuation practices...

Bond yields are staying elevated due to rising real rates, debt loads, and AI-driven demand rather than just geopolitical inflation. Kevin Warsh's Fed...

Rising defaults and regulatory scrutiny are exposing weaknesses in private credit, forcing HNWIs and family offices to focus on structural...

Private Credit Default Surge

• 🔥 Record Defaults: Fitch Ratings reported the US private credit default rate reached 6.0% for the twelve months...