Insights

Pekin Hardy Strauss is a research-driven boutique wealth management firm that provides customized portfolio management services and personal financial advice.

Financial Planning

07/08/17

The Navigator – Fiduciary Duty

By Matt Blume

To achieve their financial goals, clients must be able to trust their financial advisors. Unfortunately, the financial advice industry is rife with conflicting interests, misguided incentives, and confusing terminology.

Investing and Markets

04/19/17

The Navigator – Disability Insurance

By Josh Strauss

Disability insurance is a powerful but often overlooked risk management tool. Most Americans focus on auto and home insurance to protect what they consider to be their most valuable assets. However, for most individuals, future...

Financial Planning

01/09/17

The Navigator – Behavioral Finance 101

By Adam Strauss

Behavioral finance combines psychology and economics to explain how investors act. Instead of assuming that people (e.g., investors) always make rational financial decisions, behavioral finance proponents argue that behavioral biases strongly influence financial decisions. Unfortunately,...

Financial Planning

09/27/16

The Navigator – Roadmap for Heirs

By Adam Strauss

When a loved one passes away, heirs are often burdened with substantial responsibilities relating to the estate division and other personal matters. Heirs’ responsibilities may include preparing funeral arrangements, reconciling financial accounts, selling assets, and...

Financial Planning

09/06/16

Variable Annuities

By Adam Strauss

Variable annuities are highly complex financial instruments that, despite their popularity, appear to be unsuitable for most investors. While these vehicles offer various theoretical guarantees that may appear attractive to certain investors, the exorbitant costs,...

Quarterly Commentary

07/27/16

Bloodletting and Monetary Policy

By Adam Strauss

In today’s centrally planned economic world with record indebtedness and record low interest rates, it is harder to avoid saying that this time truly is The monetary remedies being unveiled are unsettling and unprecedented phenomena...

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