Insights

Advanced Planning

February 3, 2015

Advisor Due Diligence Part 2: First There Is Fiduciary

In the medical profession, physicians practice according to a familiar standard: “First do no harm.” There should be a similar level of commitment for anyone who wants to advise you…

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Investment Consulting

January 19, 2015

2014 Review: Economy & Markets

Besides offering an informative snapshot of the 2014 markets against the backdrop of world news, the report explains how the premium returns expected from investing in various market factors often…

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Investment Consulting

January 13, 2015

2014: Patience Pays Off

The year 2014 was a challenging one in many respects, but perhaps the biggest challenge was to resist the urge to dip and dart in response to the cascade of…

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Investment Consulting

January 13, 2015

Quarterly Market Review for 2014-Q4

Our Quarterly Market Review features world capital market performance and a timeline of events for the last quarter. The report also illustrates the performance of globally diversified portfolios and a…

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Advanced Planning

January 9, 2015

Advisor Due Diligence Part 1: How Do You Know?

Our prior post "Finding The Right Financial Advisor" generated enough interest that we decided to build upon our thoughts and create a series of articles in order to help guide…

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Advanced Planning

December 1, 2014

Finding the Right Financial Advisor

Anyone can call themselves a financial planner. Just as in the medical, legal, and accounting professions, consumers need an appropriate resource they can trust to help find a true financial…

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Investment Consulting

December 1, 2014

Living with Volatility, Again

Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung back the other way.

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Advanced Planning

December 1, 2014

'Tis the Season … Give Wisely!

A straightforward way to optimize giving throughout the year is with donor-advised funds. Donors are increasingly sensitive to the fact that while giving is always good, giving wisely is great.

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Investment Consulting

October 20, 2014

The Google Effect?

What can't Google do? Free email, customized searches, maps, apps, browsers, video—the list goes on. Now researchers claim to have found a link between Google searches and future stock market…

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Investment Consulting

October 9, 2014

Quarterly Market Review for 2014-Q3

Our Quarterly Market Review features world capital market performance and a timeline of events for the last quarter. The report also illustrates the performance of globally diversified portfolios and a…

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