Thought Leadership
A View on China and Implications for (Un)-Biased Investing
By Alexander Stock on March 30, 2021
When I arrived in Hong Kong five years ago, I was enamored by images outside my window in the distance of neat rows of Chinese primary school children in uniform singing the March of Volunteers as the Five-starred Red Flag was raised in the courtyard. I asked myself: was this not the same as Americans …
Read More2021 Macroeconomic Outlook: Navigating Through the Fog
By Robert Kleinschmidt on January 29, 2021
Executive Summary: We should all hope 2020 was an anomaly with respect to market volatility but at the same time it represents a testament to the strength of our political institutions as well as to the creativity and ingenuity of our scientists and private sector. Considering all that occurred during the year from the pandemic …
Read MoreUnderstanding 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 MoreMutual Funds
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