Private Client Insight: The Next Decade in Wealth – Investing Beyond the 60/40 Portfolio

A “60/40 Portfolio” consists of 60% equities and 40% bonds. It gained traction in the 1970s and 1980s as pension funds, endowments and individual investors began applying Modern Portfolio Theory (MPT), developed by economist Harry Markowitz in the early 1950s, to combine asset … Read more about Private Client Insight: The Next Decade in Wealth – Investing Beyond the 60/40 Portfolio

Private Client Insight: 7 Tax Tips to Keep Money in Your Pocket in 2024

  The first edition of The Prudent Speculator was published on March 10, 1977, and we have not wavered in our commitment to Value investing, riding the market’s ups and downs while remaining focused on uncovering bargain-priced stocks for their long-term potential. More than 47 years … Read more about Private Client Insight: 7 Tax Tips to Keep Money in Your Pocket in 2024

Custom Wealth Solutions

  Why do we offer concierge services and customized solutions for your financial situation? Our clients have access to a selection of proprietary investment offerings, which can be complementary to your existing investments and can improve diversification. We build custom investment … Read more about Custom Wealth Solutions