It’s tough to make predictions, especially about the future – Yogi Berra
Yogi Berra’s famous saying seems particularly apt in these early months of 2020 as big surprises around the world have caught policymakers and investors off guard. Every December, as I read through economic and market forecasts, I think about how long it will be until...
The Millennials: Be Nice to Them
As we are about to start not just a new year but a new decade, media and conversations naturally turn to what’s in store for all of us in the 2020’s. Where are we going politically, socially, culturally? As financial advisors, we’ll leave thoughts on key trends in...
The Philanthropic Advice Gap
Professional financial, tax and legal advisors typically do a strong job helping clients structure their philanthropy through the right vehicle and providing sound financial and budgeting advice. Where they often fall short is in helping clients discover core values,...
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...
The China Syndrome
A scary movie It’s the fortieth anniversary of the 1979 film The China Syndrome [1] starring Jane Fonda, Jack Lemmon and Michael Douglas, which exposes serious safety issues at a California nuclear plant. The term ‘China syndrome’ refers to a nuclear accident causing...
