Mele Kalikimaka
When markets are going up, it’s easy to claim to be a long-term investor. The real test for the long-term investor comes when markets are going down. Unlike in 2017, the stock market does not go up every month, or every quarter, or even every year.
Rainbows and Unicorns
2018 will come in with the worst equity performance since 2008 and it will almost certainly be negative. Can’t be rainbows and unicorns forever.
The Evolution of the Family Office
In 2014, New York Times columnist Paul Sullivan wrote that the average asset value needed to justify the services of a family office was between $100 million and $1 billion. With advances in technology, these services are now attainable for a wider, yet still exclusive, market.
A Simple Act of Kindness; A Story for Thanksgiving
We’ve just come through a divisive mid-term election. Tomorrow is Thanksgiving, a time for families to share the love we have for each other and for us to reflect on the shared kindness we provide or should offer to strangers in order to make this a better world.
Trick or Treat?
Last night was Halloween, a night when we warmly open our doors and hand candy to children, hearing their squeals of laughter. It’s an evening for reminding us of the joys of childhood and also the perfect night to close out Freddy Krueger’s month on Wall Street.
I’m a Believer
A Roth conversion is a planning strategy that’s been around for 20 years but has become a potential cause célèbre in 2018. Enjoy a little earworm and learn about the potential benefits of converting your traditional IRA to a Roth IRA.
Days Like This
Van Morrison famously sang, "When it's not always raining, there'll be days like this." If he was an investment advisor instead of a musician, he might have chosen "months" instead of "days."
Where Have All the Stock Splits Gone?
Due to the rising popularity of ETFs, companies no longer cater to the individual investor, choosing instead to court the ETF provider. You can see this phenomenon in the number of companies executing stock splits.
How Consolidation Simplifies Your Financial Life
No matter where you fall on the economic spectrum, the elegance of simplicity is especially true when it comes to your finances.