A Conversation with Jim Grant
As a follow up to our most recent quarterly commentary, Investing in an Era of Low Yield Bonds, we were excited to bring to you a truly rare opportunity to hear from one of the nation’s leading experts on the fixed income markets. Our own Adam Strauss had a...
The Critical Task of Selecting a Trustee
Trustees have a fiduciary duty to your trust, and they are responsible for finding high quality tax, investment, accounting, and legal expertise. To make a wise selection of trustee, it is critical to understand trustee responsibilities, important characteristics for...
Investing Ideas in an Era of Low Yield Bonds
“Deadly Charybdis—can’t I possibly cut and run from her And still fight Scylla off when Scylla strikes my men?” ─ the Odyssey, as spoken by Odysseus In Homer’s legendary epic, the Odyssey, Odysseus is forced to navigate his ship through a treacherous passage with...
Playing the Long Game: Value Investing in the Modern Age
“Buy low, sell high” is every investor’s mantra, though it’s rarely as simple as it sounds. All market participants — whether professional wealth managers, retail investors, or speculators — hope to buy stocks or securities that will rise in price within a targeted...
Presidents and Their Impact on the Stock Market
“It’s the economy, stupid!” ─ James Carville The reputations for presidents in the annals of history often rise and fall with the fluctuations in the economy. As President George H.W. Bush would tell you from personal experience, the health of the economy plays a...
Want to Practice Social Impact Investing? Try These 3 Tips
When you purchase stock or other forms of equity, you’re providing financial support to the company that issues it. Publicly traded companies rely on shareholder money to finance their operations, and some of them reward shareholder loyalty with dividends or stock...
Buy Outright, Finance, or Lease? Considerations for Your Vehicle
Low interest rates combined with massive changes in travel behavior during the COVID-19 pandemic are leading many people to acquire cars. Before making a significant financial commitment to a vehicle, it is important to understand the financing and leasing options...
FSA or HSA: Choosing a Medical Savings Account
Photo by Andy Dean Flexible spending accounts (FSAs) and health savings accounts (HSAs) are both tax-advantaged accounts that allow you to pay for qualified medical expenses using pretax dollars. During open enrollment season for employment benefits,you may have the...