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Financial & Retirement Blog |
Sovereign Wealth Management

Perspective on markets, retirement, and cross-border wealth — written for those who read closely, not quickly.

Latest publications

October 15, 2026

How We Reduce Portfolio Risk When Markets Fall: Our Process

How we manage risk in a market downturn: guardrails, rebalancing rules, quality, short-term Treasuries, tax-loss harvesting and the mistakes we
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October 15, 2026

Bitcoin Fundamentals: What Long-Term Investors Should Understand

Bitcoin's fixed supply, halving cycle, MVRV, volatility history, spot ETFs vs. direct custody, 2026 tax reporting and position sizing, explained
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October 15, 2026

Physicians Insurance: 8 Costly Mistakes Doctors Can Avoid

Common insurance mistakes physicians make: own-occupation disability, life coverage, malpractice tails, umbrella liability and practice buy-sell funding.
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October 15, 2026

Retirement Income Planning in 2026: A Practical Checklist

A 2026 retirement income checklist: Social Security timing, withdrawal order, RMDs at 73 or 75, Roth conversions, Medicare IRMAA, long-term
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October 15, 2026

Annuities for Retirement Income: Types, Costs, Taxes and Trade-offs

Compare SPIAs, MYGAs, fixed indexed, RILAs and variable annuities: what each is for, fees, surrender charges, taxes, the 2026 QLAC
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October 15, 2026

Retirement Income When Rates Are Rising: A Practical Guide

How bond ladders, TIPS, I bonds, CDs, MYGAs and dividend stocks work when rates rise, plus inflation, withdrawals and debt
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Гари Королев в СМИ

Комментарии Гари Королева, CFA, CEO Sovereign Wealth Management, о рынках, банках и экономике США в российских деловых изданиях.

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