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Mid Quarter Newsletter Q22017

Our Legacy of Stewardship In reflecting on Lon’s rich legacy, no part of his work was more important to him than being the trusted steward of his clients’ financial futures. Stewardship is defined as the responsible management of something entrusted to one’s care. It is a position we hold in the highest regard. Beyond our charge of […]

Investment Update Q4

  In our Q4 Investment Newsletter, we take a look at the following stories. IRS Zeros In On Dirty Dozen Tax Scams In 2015 401K – Take Early Withdrawals Penalty-Free Federal Reserve Holds Interest Rates Steady For Now Bigger Retirement Plan Benefits For Elders Here’s What You Can’t Do In An IRA Read More in […]

The Case for Gold in an Uncertain World

In this position paper, we will discuss our rationale for instituting a position in gold across our clients’ portfolios. There are many opposing viewpoints about owning gold in a diversified portfolio. We will look to address these countering points of view and explore how the current macro landscape makes the rationale for owning gold more […]

A Hybrid Approach to Active vs. Passive Investing

The investing world has changed dramatically since the credit crisis. Technological advances have continued to reduce trading costs in the equity markets and global central banks have embarked on and sustained zero-interest-rate policies. According to Merrill Lynch, 83% of the world’s equity markets are currently supported by countries with such policies. From a historic perspective, […]

Jeffrey Sarti Featured in Financial Advisor Magazine – When Researching Alternative Products, Look For ‘Red Flags,’ Experts Say

  The allure of alternative investments — potential gains that are uncorrelated with stock and bond price movements — is not without risks that investors need to be aware of, a panel of experts told advisors during a breakout session at the 6th Annual Inside Alternatives Conference in Denver. The event, sponsored by Financial Advisor […]

FT 300 Top Registered Investment Advisers

NEW YORK, June 18, 2015 – The Financial Times (FT) today released the Financial Times Top 300 Independent Registered Investment Advisers (RIA) of 2015. The ranking of top U.S. RIAs was developed in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. The average FT 300 […]

“90% of what passes for brilliance or incompetence in investing is the ebb and flow of investment style.” – Jeremy Grantham, GMO

The U.S. equity markets have far outpaced the international markets over the last few years. There are several reasons to explain the drivers behind this divergence in performance. The main driver, in our opinion, has been the aggressive monetary policies of the Federal Reserve (Fed) which has helped the U.S. economy recover faster than those […]