An Introduction to Impact Investing
September 23, 2021
The investing landscape is constantly evolving as fund companies and money managers look to develop new products to meet investors’ needs and wants. One corner of the market that has been experiencing immense growth over the last several years and shows no signs of slowing down is the area of “Sustainable” investing. Fund assets in […]
To Taper or Not to Taper
September 9, 2021
“To be, or not to be? That is the question: Whether tis’ nobler in the mind to suffer the slings and arrows of outrageous fortune, or to take arms against a sea of troubles…” – William Shakespeare, Hamlet At the recent Jackson Hole policy summit, Chairman Jerome Powell said that the Fed would likely begin […]
Buy, Borrow, Die: Not Best for Everyone
September 7, 2021
With interest rates near historic lows and the market near all-time highs, there are more people borrowing against their portfolios than ever before. Using debt wisely to increase wealth and reduce taxes is not a new concept; however, recently, there has been a spotlight shined on the concept from Wall Street Journal’s article “Buy, Borrow, […]
Instability and Unrest: The Market’s Reaction
August 26, 2021
With the recent turmoil unfolding in Afghanistan, should you be worried about a drop in the stock market and its negative impact on your portfolio? Well, as they often say, history repeats itself. This situation may be no different. In the short-term, markets typically drop as a result of significant conflicts, wars, and geopolitical events. […]
How Financial Professionals Should View Risk During a Pandemic
August 24, 2021
The pandemic changed many aspects of life for financial professionals (private equity professionals, investment bankers, and asset managers). Like many, the future of work, the outlook for their career, and their future travel have all morphed. However, working with many financial professionals on their personal wealth management at the height of the pandemic panic led […]
Leaving Your Job? 4 Executive Compensation Considerations
August 17, 2021
Thinking about leaving your job? You’re not alone. 2021 is turning into the “Big Resignation,” with millions either quitting or thinking about leaving for greener pastures. If you are a professional falling into this camp, what does that mean for your Executive Compensation? Here are key considerations if you’re thinking about making a leap. 1. […]
Viva Las Vegas! Viva the Stock Market!
August 12, 2021
“Las Vegas is a city built on hopes, dreams, and a little bit of crazy.”– Michael McDonald No truer words have been uttered about “Sin City,” and perhaps the same can be said for the current market environment. Investors hope and dream that stocks will continue to rally but feel a bit crazy for believing […]
RainCatching™ Revisited
August 10, 2021
As the economy continues to get back to normal, lawyers are busier than ever. With private equity firms and public company balance sheets brimming with cash, there continues to be historically high M&A and other activities that require the work of lawyers. Given how well many law firms are performing, I thought it would make […]
An Unclaimed Treasure Hunt
August 3, 2021
As of July 1st of 2020, the State of Illinois estimated that they were holding on to more than $3.5 Billion worth of assets at the Illinois State Treasurer’s Office, and almost all of it is just waiting for the rightful owner to claim it. A law passed in the 1960s set out rules that […]
Can the Recovery Keep Going?
July 8, 2021
The S&P 500 hit record highs an astonishing 33 times in the first six months of 2021 as the US and the world reopen and return to something approximating normal. As the markets climb, so does fear that the tremendous rally is sustainable. After all of the events of the last 15 months, how could […]
How Will Tax Increases Impact the Markets?
June 24, 2021
It’s no secret that taxes are expected to rise. The Biden Administration has proposed higher taxes on individuals and businesses, potentially reversing many of the effects of the 2017 tax cuts. The proposals and what becomes law, however, are two different things. With a narrowly divided Congress, it seems unlikely the proposals will pass as […]
Bond Update – June 2021
May 27, 2021
Three months ago, we wrote to you about updates to your bond portfolio that increased diversification and flexibility to better navigate the changing dynamics of the bond market, such as rate movements, changes in spreads, and inflation. Those changes were implemented and, thus far, have been additive as your bond portfolio has outpaced the market. […]