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Most families we work with don’t need more accounts; they need the right ones, used in the right way. You may have noticed recent headlines about Trump Accounts, a new federal savings program launching on July 5, 2026, designed to help children build long‑term financial security. Whenever something new like this appears, clients naturally wonder […]
Most families we work with don’t need more accounts; they need the right ones, used in the right way. You may have noticed recent headlines about Trump Accounts, a new federal savings program launching on July 5, 2026, designed to help children build long‑term financial security. Whenever something new like this appears, clients naturally wonder […]
Imagine being tasked with investing the wealth of a family whose future generations depended on it, or a foundation with a critical social mission. Where would you start? You might start with the principle of diversification to reduce portfolio risk. You might also favor high-quality businesses—specifically those that will remain important to the economy and […]
Daniel J. Mintz
Many investors have seen or heard periodic ads for alternative investments or read about them in various business and investment sources. The natural questions are: What exactly are alternatives, and do they belong in my portfolio? These are specialized investments, and while they have some attractive qualities and can serve a valuable role in an overall investment […]
Randall L. Zaharia, CFA, CAIA®
U.S. monetary policy is more active than ever, with the Federal Reserve exerting considerable influence on the global financial and economic environment. We believe that the current landscape may warrant asset allocation shifts in investment portfolios. <br> Background – The Rising Influence of the Federal Reserve: The Federal Reserve was established by Congress in 1913 […]
Randall L. Zaharia, CFA, CAIA®
We can all agree that 2020 has been anything but an ordinary year. In March, the U.S. and much of the world went into lockdown due to the escalation of COVID cases, hospitalizations, and, unfortunately, deaths. Consumer and business spending plummeted, and economic growth dramatically declined by 20% during the first half of the year. […]
Randall L. Zaharia, CFA, CAIA®
The U.S. economy may be at an inflation inflection point. Oil prices have doubled since February of 2016, and the election of Donald Trump as the President of the United States has added stimulus concerns. Expectations of substantial fiscal and tax initiatives could spur additional economic growth and subsequently increase inflation. However, the market is […]
Randall L. Zaharia, CFA, CAIA®Next Up
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