Why Do So Many Business Owners Leave Without a Legacy Plan?

This article explores what’s really at stake when we postpone legacy planning.
Should You Answer When Private Equity Comes Knocking?
Paul breaks down what private equity is and if it’s an advisable option for you as an investor.
Avion Wealth Mid-year Review 2025

A 2025 mid-year financial review by The Avion Wealth Team.
The $36 Trillion Question: How U.S. Debt, Fed Independence, and Inflation May Impact Your Wealth (Part III)
Paul breaks it down and explores the future risks to your wealth that no one’s talking about.
How Regional Inflation Affects Your Portfolio: Disinflation, Deflation, and the Fed’s Balancing Act (Part II)
Paul breaks it down and explore what current inflation trends, both nationally and regionally, mean for you and your portfolio.
Inflation: The Silent Threat to Your Wealth (Part I)
Paul explores the history of inflation and how it has evolved over time, and what that means for your wealth.
The Factory Fallacy: Why Chasing Manufacturing Nostalgia Could Make Us Poorer
Paul dives into the growing push to bring manufacturing jobs back, not just to the U.S., but across the Western world.