Subscribe to Our Insights
Thought Leadership
Public Service Warning: Don’t Time the Market
By John Petrides on March 3, 2020
The S&P 500 just hit a record! However, it’s not one to celebrate. The market had its fastest 10% correction ever! It took just six days to turn investor sentiment from being risk-on to risk-off. Since August of 2019, the market’s rise could either be viewed as impressive or ostrich-like. Stocks ran up in the …
Read More
The S&P “5”
By John Petrides on February 4, 2020
When investors speak of “the market” they are commonly referring to the S&P 500 Index. Originally the Index was created as a basket of 500 companies offering investors a way to gauge, in a diversified and broad manner, the strength of the U.S. economy. Additionally, the Index offered investors the ability to compare their portfolio …
Read More
Biggest Risk Facing Investors Today: Outliving Their Financial Assets
By John Petrides on November 20, 2019
Trade tariffs with China. The Federal Reserve’s stance on monetary policy. The slope of the yield curve. Geopolitical risk with North Korea and the Middle East, plus countless other issues are all concerning factors that impact the daily movement of financial markets. This volatility can cause investors to lose sleep at night. However important and …
Read MoreBuilding Shareholder Value in the Gold Mining Sector
By Ryan McIntyre on June 21, 2019
The gold mining sector appears to have turned over a new leaf. It is reshaping itself to generate higher returns on capital in a neutral gold price environment. Over the past nine months we have seen some notable value creating activity in the gold mining sector. The first significant move was the merger between Barrick …
Read MoreEstate Planning: Four Ways to Avoid the Fight Over the Family Home
By Paul Kleinschmidt on April 26, 2019
The transfer of the family estate from one generation to the next can be a wonderful event. In reality, however, it is often fraught with peril. A particular family story that has become public is cautionary: Lee Kuan Yew, the founding father of Singapore, was nothing if not far-sighted and meticulous. During his tenure as …
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.