Posts
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Two Charts We Are Looking At Closely: Likely to Drive 2020 Stock Market Returns
January 29, 2020
Two Charts We Are Looking At Closely: Likely to Drive 2020 Stock Market Returns
The US stock market opened on a high note in 2020, the Year of the Rat. But whether that good fortune continues throughout this year, we think will depend on two key things: (
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The Case for Global Investing
January 17, 2020
The Case for Global Investing
The 2010s were fantastic for US stocks. But what about the 2020s? We make the case for a globally diversified portfolio to take advantage of higher growth and lower valuations
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Q1 2020 Economic Outlook: Goldilocks Vs. the Bear
January 17, 2020
Q1 2020 Economic Outlook: Goldilocks Vs. the Bear
Low interest rates. Low inflation. Low unemployment. These are the makings of a “Goldilocks” economy, which helped drive stock prices up nearly 30% in 2019. But 2020 could
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Impact Investing: What We Are Working On at the Start of the 2020s
January 9, 2020
Impact Investing: What We Are Working On at the Start of the 2020s
Investing for impact can come in many different forms. In both the private and public markets. For example: A private debt offering we are currently evaluating for our clients
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What Does Long Term Mean?
July 11, 2018
What Does Long Term Mean?
In the financial world, people often talk about the long term: “Long term, we think such and such.” Or “In the long run, this is likely to happen.” But
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Is Your Will Valid? Maybe Not!
September 14, 2017
Is Your Will Valid? Maybe Not!
Just because you have a will does not mean it’s valid. Or that it will do what you intend it to do. Over the years, we have seen all sorts of problems arise when someone pas
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Lessons Lost with the New Monopoly
October 3, 2013
Lessons Lost with the New Monopoly
Have you played Monopoly lately? If not, you might be amazed – as we were – that the beloved board game has gone cashless: gone are the stacks of $50s, $100s and $500s.
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When the Will Isn’t Equal
June 6, 2012
When the Will Isn’t Equal
“I love all you children equally,” an expression parents often use when one child asks who their favorite is. The child usually accepts this response and family life feels
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When Your Life Changes, So Should Your Portfolio
October 19, 2011
When Your Life Changes, So Should Your Portfolio
I often get asked why people choose to join family offices over traditional brokerages like Morgan Stanley and Merrill Lynch as an investment partner. Most recently, an acquai
