Thought Leadership

This Is Why You Hire Us: The ABCs of Wealth Management

This Is Why You Hire Us: The ABCs of Wealth Management

By Robert Kleinschmidt on February 12, 2016

A. Keep Calm and Carry On The tumult in global equity markets has been so sudden and so violent that it has left many observers breathless.  “What in the world,” many investors want to know, “is going on?” The answer?  No one really knows.  This admission is not a bad thing.  Among other salutary characteristics, …

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The 0.1% Solution

The 0.1% Solution

By Robert Kleinschmidt on October 8, 2015

Conan Doyle fans will recognize the reference to the eminent denizen of 221B Baker Street in the title of this note, but it isn’t for the benefit of Dr. Watson that we are penning this brief. Rather, it is for Dr. Yellen. Economic stimulation in the form of low rates has been the focal point …

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Letter to the Clients

By Robert Kleinschmidt on January 27, 2017

Dear Clients, Now that the elections are mercifully behind us, the markets should be able to focus on fundamentals, which are, as of this writing, neither terribly positive nor terribly negative. Over the next 12 months, we would expect, so long as U.S. growth continues, that interest rates will rise gradually at first, but then, …

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Keep Calm and Carry On

Keep Calm and Carry On

By Robert Kleinschmidt on August 25, 2015

“If it bleeds it leads” the old saying goes, and indeed, roiled equity markets have been front page news every day for about a week now, butting their way into the final days of summer vacations everywhere. Memories of the 2008/2009 crisis, the 2000 dot com bubble burst and even the 1997 Asian Contagion are …

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What’s So Great About Private Equity?

What’s So Great About Private Equity?

By Robert Kleinschmidt on March 31, 2016

Over the past few decades, private equity has gained cachet among investors much the way hedge funds did in an earlier era. Many of today’s investors believe that private equity represents a new and superior asset class. But it is neither. Far from new, it is the oldest form of equity investing. As for superiority, …

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Mutual Funds

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