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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 future after-tax earnings to the owners of that in...
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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 ...
Read More
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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Manage Wealth

What's All the Fuss about a Fiduciary Standard?

Much has been written in the last couple of years regarding the “fiduciary rule” rekindled by the 2015 announcement by the Department of Labor (DOL) o...
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Manage Wealth

Cybersecurity Breaches

As you've probably already heard in the news, 143 million American consumers' personal information (including names, Social Security numbers, birth da...
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Market Commentary

Market Outlook

As the saying goes, "happiness is a function of reality exceeding expectations.” In other words, we are happiest when outcomes turn out better than we...
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