It seems hard to believe now that we’re sitting at or near all-time highs again for U.S. equities. As recently as April 8th, this year had gotten off to the fourth-worst start (down 15%) of any year since 1928. The past few months have been another great reminder of how quickly things can change when investing in public markets.
How to Select a Great Financial Advisor (or Confirm You’re Working With a Great One)
Choosing the right wealth manager is one of the most critical decisions for your family’s financial future. Discover the essential criteria for selecting a great financial advisor, the red flags to avoid, and how to confirm your current advisor is truly acting in your best interest.
1Q 2025 Market Overview
It’s safe to say that the peace and quiet is over for a bit and we’ve got some volatile markets in store for us. Regardless of who is or isn’t in office, let us remind you that markets remain unpredictable. Let’s not make the mistake of thinking that just because the political climate or policies have changed that we now know what’s in store.
10 Market Observations from 10 Years of Hedge Fund Investing
Drawing on a decade of hedge fund investing experience, Matt shares 10 critical market observations. From managing downside risk to navigating market psychology, learn the foundational lessons that shape how we manage wealth for high-net-worth families today.
2024 Annual Letter
“Most people think things are going to get easier…. It never gets easier. So make yourself a person that ‘handles hard well’.” – Kara Lawson, Duke coach “In this world you will have trouble, but take heart! I have overcome the world.” – John…
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4Q 2024 Market Overview
Market Review In the fourth quarter, U.S. stocks returned 2.6% to finish the year up 23.8% overall. International stocks lagged in the fourth quarter with developed market and emerging market stocks down 7.5% and 8.0% respectively. The bar chart below highlights how much U.S. stocks…
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