Individuals and Families

You can’t possibly get away from the election.  While maybe that can be said during any election year, this year seems to be different.  There’s more.  Perhaps it’s due to the fact that we have two of the most unpopular candidates in history squaring off against each other.  Or maybe it’s the sensationalized coverage of […]

Hitting the press recently has been a stream of investment returns getting published by the big university endowments.  Why does this matter, you ask?  With hundreds of billions allocated especially to those funds of the Ivy League schools, a lot of attention is paid to how this “smart money” invests.  Returns give an insight to […]

On October 14, 2016, reforms for money market funds go into effect which will change the landscape for short-term cash investing. In the coming weeks, there will likely be news on these changes and their impact. Ahead of that, we would like to take this opportunity to explain the reason behind the reforms and what […]

Back on June 23rd, an historic vote was held that will eventually lead to Great Britain’s exit from the European Union (AKA Brexit). This vote was a shock to the market. In fact, on the day of the vote, traders had positioned themselves with 80% confidence that the vote would go the opposite way. Their […]