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The Great Unwind

Flash back ten years ago to late 2007 and early 2008. George W. Bush was serving his second term as President. Crocs were in style. The new Apple iPhone supplanted the Blackberry as the mobile phone t...
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Market Commentary

The Great Unwind

Flash back ten years ago to late 2007 and early 2008. George W. Bush was serving his second term as President. Crocs were in style. The new Apple iPho...
Read More
Grow Wealth

A Very Short Course in Behavioral Finance

Behavioral finance is the study of traditional finance theories coupled with the study of psychology. Three Nobel Prizes in economics have been awarde...
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Manage Wealth

Call to Action: Let's Talk to Our Kids About Money

Give your children money, and they'll usually find a way to spend it. Teach them how money really works, and they can change the world. This modern-da...
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Grow Wealth

Corporate Tax Reform and the Pursuit of Value

One of the most widely accepted principles of investing is that the intrinsic, or fundamental, value of an investment equals the present value of all ...
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Market Commentary

Market Outlook: Volatility Returns

The market outlook published in the June 2017 edition of this newsletter examined the relative calmness and lack of volatility, or dispersion of retur...
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Manage Wealth

Protecting Our Assets as We Age

Much has been written and said about our aging population, about the retirement of boomers, and about the fact that many of us are living longer than ...
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Grow Wealth

Believe So That You May Understand

Stock market investors have experienced quite a volatile ride over the last two decades. As measured by the S&P 500 Index, the stock market tripled fr...
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Manage Wealth

The Family Bank: A Strategy for Preserving Wealth

What issue most worries families of means around the world? In our experience, families with significant wealth are focused not only on investment man...
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News

Remembering Philip V. Swan

It is with great sadness that we share the loss of our visionary co-founder and friend Philip V. Swan, who passed away peacefully on December 7, 2017 ...
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Market Commentary

Market Outlook

As investors entering 2018, we are experiencing a nine-year-old bull market in domestic equities, with many of the major technology companies leading ...
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