Subscribe to Our Insights
Thought Leadership
Understanding the Importance of a Donor Advised Fund for your Estate Planning Goals
By Michael Meltzer on November 30, 2020
The end of the year is quickly approaching, and what has turned out to be a year riddled with pain, suffering, sacrifice, and division, has also been filled with acts of extreme kindness, generosity, altruism, and love. In a typical year, many consider their charitable intentions during the months of November and December to coincide …
Read MoreNightmare on Wall St.: A Tech Bubble Redux?
By Paul Kleinschmidt on October 22, 2020
The notion of “two Americas” is often discussed by media outlets, particularly in an election year. Meanwhile, Wall Street’s attendant media, usually prone to hyperbole, has largely ignored the extraordinary tale of two markets for stocks. Instead, the focus has principally been on the dramatic rebound in the major indexes since the March lows. Peer …
Read MoreDiversify, Rebalance, Rinse, Repeat
By John Petrides on September 2, 2020
Since the future is unknown, diversification remains the hallmark to capital preservation in our estimation. There may be short periods of time where seemingly different asset classes move in the same direction, but over time, reducing correlation among assets within a portfolio is crucial to protecting your generational wealth.
Read MoreChairman’s Letter 2Q20
By Robert Kleinschmidt on July 28, 2020
Dear Fellow Investors, Unprecedented is a word that gets tossed around so frequently these days that it is, well, unprecedented. More often than not, the word is misused to mean something other than, or in addition to, “without precedent.” Rather, it gets used to mean “a really big deal” or “exceedingly rare” or, more likely, …
Read MoreBe a Bear-Market Buyer
By Joseph Piropato on May 15, 2020
The stock market’s wild swings so far in 2020 have been enough to unnerve many experienced investors. And while it’s extremely important to be mindful of near-term liquidity needs, we believe it’s essential to be a buyer in a bear market in order to build long-term, multi-generational wealth. In sharp drawdowns and bear markets that …
Read MoreMutual Funds
You are about to leave the Private Wealth Management section of the website. The link you have accessed is provided for informational purposes only and should not be considered a solicitation to become a shareholder of or invest in the Tocqueville Trust Mutual Funds. Please consider the investment objectives, risks, and charges and expenses of any Mutual Fund carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a free prospectus by downloading a copy from the Mutual Fund section of the website, by contacting an authorized broker/dealer, or by calling 1-800-697-3863.Please read the prospectus carefully before you invest. By accepting you will be leaving the Private Wealth Management section of the website.