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The World and Investing in 2030

The world in 2030 may seem a long way off, but as investors it’s important to spend some time thinking about the distant future. Imagining life in 2030 is not a hypothetical. In the portfolios we manage, the average holding period is about eight years, so we’re living...

Be Empowered: Why Women Should Learn About Finances

Consider this scenario of a couple. Jane is a successful surgeon who makes good money. Her husband, John, comes from an affluent family and has considerable wealth to his name, but all of it is held in a trust. The couple, for many years, lives off Jane’s salary...

Retirement Account Tax Changes for 2021

Every year brings new tax rules and updates, so it's important to take a quick look at retirement tax changes for 2021. Find out about possible tax increases. Manage your tax liability by using your retirement accounts and other tax deductions.  Tax Changes for...

Should I be worried about inflation?

Many investors want to know if there are good reasons now to be worried about inflation. Inflation, which is the trend of prices over time to rise, hasn’t reared its ugly head too much so far in the 21st century. In fact, during the coronavirus pandemic, some sectors...

Should I Invest in Private Equity?

In recent years, the private equity sector has attracted a lot of attention, especially from high net worth investors asking, “Should I invest in private equity?” These investments are in private, non-publicly traded companies, so many investors in mutual funds and...

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