While preparing for a review meeting with a client earlier this month, we waited for President Donald Trump to address the nation. It was the morning after Iran had fired missiles at U.S. military bases in Iraq. Although tensions in

A typical hedge fund requires that any interested buyer first meet the definition of an “accredited investor.” That usually means a person who earns at least $250,000 per year or has a net worth of at least $5 million.

There’s a long-held belief on Wall Street that if you want to understand what the smart money is doing, look at the bond market. That’s not to say the most successful investors favor bonds over stocks, but rather that trends

When it comes to stock market forecasting, it’s trendy to be pessimistic. Because major equity benchmarks like the S&P 500 have always gone up over long periods of time, television audiences and newspaper readers won’t be impressed by portfolio managers

Quick! Check your monthly statements! Your portfolio could be under attack!

Investors’ optimism is being tested.

Of all the ways to make a bet, why wager on a bet that is guaranteed to produce a loss? That’s the question we asked ourselves when reviewing the state of a global marketplace that includes roughly $13 trillion worth

The stock market is approaching a crossroads. U.S. equities hummed along on cruise control for the first four months of 2019, with the S&P 500 rising 17.5% in that time and finishing April at all-time highs. The low volatility and

As investment advisers and legal fiduciaries, we are always motivated to keep clients well-informed. At review meetings, that means shining a light on which aspects of their portfolio are performing best and which ones are not. Owning a diversified mix