By David Halseth For decades, investors leaned on a familiar assumption: when stocks struggled, bonds would help steady the ship. That relationship has been tested in recent years. Inflation, higher interest rates, and tighter monetary policy have challenged the traditional stock-and-bond mix, leaving many investors asking whether the classic 60/40 portfolio still provides enough diversification on its own. That is where private markets enter the conversation. Private markets

And Why It Matters for Nearly Any Portfolio By: David Halseth When it comes to investing, not all markets are created equal. You’re likely familiar with stocks, bonds, and cash, those are public markets, where price tags change by the second and headlines move the needle. But there’s another world behind the scenes: private markets, where many of the most compelling investment opportunities never see the light of a ticker symbol. Let’s break it down. Contents: Public Market

By David Halseth Quick View: The Reality of Cumulative Inflation Cumulative Inflation vs. Deflation How Inflation Impacts Investments Inflation & Private Markets Building an Inflation-Resistant Portfolio Key Takeaways Inflation is often discussed in terms of year-over-year changes, but the real impact lies in cumulative inflation, the persistent rise in prices that rarely reverses. While inflation may seem to be stabilizing, the cost of goods and services remains significa

By David Halseth Investing in private markets is no longer reserved for large institutions or elite endowments. Today, qualified individual investors have an opportunity to explore an alternative asset class that can provide enhanced returns, diversification, and access to industries not typically available through public markets. But why invest in private markets, and how can you get started? Let’s explore how Consilium, LLC makes this process accessible, efficient, and rewa