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    Thought Leadership

    Insights from Tocqueville

    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 …

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    Nightmare 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 …

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    Diversify, 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.

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    Chairman’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, …

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    Be 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 …

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