Insights

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

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

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...

Financial Planning

06/16/16

Custodial Services

By Adam Strauss

In our financial advisory role, we seek to work with clients to address the full spectrum of their financial needs. The investments we manage are on the asset side of our clients’ balance sheets, but...

Financial Planning

03/30/16

Managing the Growing Cost of Education

By Adam Strauss

The costs associated with college education in the United States have skyrocketed over the past 40 years, creating significant financial challenges for families who wish to provide for their children’s education. The large and growing...

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