Gideon Strategic Partners
Investment Management
Financial PlanningEvents
Perspectives

Insights, Research and Market Commentary

Original perspectives from Gideon's investment team: monthly market observations, PPLI research, and tax planning analysis — all available as free PDF downloads.

Monthly Cadence
Market observations published every month
Principal-Authored
Written by Gideon's CIO, Head of Investments, and CTO
Actionable Perspective
Macro views connected to portfolio implications
Recent

Recent Articles

The latest from Giorgio Caputo, Head of Investments, and Glenn Gutwillig, Chief Technology Officer.

Research

Research and Analysis

Technical perspectives on PPLI, tax-efficient structures, and alternative investment strategy — authored by the Gideon research team.

Archive

Earlier Editions

Market letters from Erik Oros, CFA, CAIA, Chief Investment Officer, and curated external research.

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