Financial Advisor Magazine names Meghan Pinchuk as one of their 10 young advisors to watch.

Meghan Pinchuk has known former pro baseball pitcher/financial advisory founder Lon Morton since she was 12 years old. He managed money for her grandfather and later hired Pinchuk’s father at his firm Morton Capital Management as COO in the 1990s. “He recruited me rather young,” she says. A great student without a clear direction (she […]

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 […]

“If the policy is in error, expect a policy error.” – Tad Rivelle, CIO – TCW

On several occasions in the past, we have articulated our belief that the U.S. equity and bond market valuations are stretched. We have also argued that Zero Interest Rate Policies (ZIRP), practiced by the U.S. Federal Reserve (Fed) and other global central banks since the credit crisis, have led to investors chasing higher yields and […]