The Chinese Connection

The Chinese Connection

Asia is complicated. You might have noticed. China is in the headlines a lot lately, for good reason. But anyone who views the current set of issues as short-term and requiring the usual “kick the can” treatment is missing a lot. We have been “kicking the can down the...
Trade, Interest Rates, and Investment Discipline

Trade, Interest Rates, and Investment Discipline

I dreamed a thousand new paths…I woke and walked my old one – Chinese proverb[i] The last week has seen the biggest drop of the year in global equities as two main macro drivers of equity prices for the past two years – trade disputes with China and Federal...
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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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