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December 1, 2023

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November 1, 2023

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Wendy Pan, Gregory Curtis | October 11, 2023

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October 2, 2023

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September 1, 2023

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Greg Friedman | August 28, 2023

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August 1, 2023

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July 3, 2023

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Greg Friedman | June 13, 2023

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June 1, 2023

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Mark Thomas, Gregory Battis | May 1, 2023

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Mark Thomas, Gregory Battis | April 3, 2023

The concept of “cost of capital” is not just something financial analysts pay attention to. We also think it is useful and relevant for families to consider as they design and deploy their portfolios. Our White Paper No. 68 discusses what cost of capital means in a family investment context and how it affects strategic…

Matthew Litwin | March 13, 2023

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March 1, 2023

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February 1, 2023

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January 3, 2023

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December 1, 2022

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November 1, 2022

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October 3, 2022

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September 1, 2022

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August 1, 2022

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July 1, 2022

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June 1, 2022

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May 2, 2022

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April 1, 2022

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January 3, 2022

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December 1, 2021

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November 2, 2021

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October 1, 2021

Our clients—like many investors—perceive that equity long/short hedge funds have, on average, not done a very good job of either hedging market risk or beating broad passive equity indices following the end of the Great Financial Crisis and the beginning of the subsequent bull market. Those perceptions are correct and spur a question that we…

Mark Thomas | September 27, 2021

The House Ways and Means Committee advanced a proposal for new tax legislation. This investment brief summarizes our thoughts on the proposal and offers some considerations for investment portfolios. Download the brief here »

Mark Thomas | September 22, 2021

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September 1, 2021

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August 2, 2021

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July 1, 2021

“Beware…inflation is coming!” warns virtually every market pundit and prognosticator. We agree that over the near term, inflation will be elevated, perhaps sharply so, as the world recovers from its self-imposed Covid isolation. What does that mean for our clients, however? Should they rush to reposition their portfolios into gold, Tips, commodities and value stocks…

Greg Friedman | June 22, 2021

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June 1, 2021

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May 3, 2021

President Biden’s proposed tax changes for corporations and wealthy individuals when he was a candidate are nearly identical to those recently proposed by his administration. This white paper (written when President Biden was still a candidate) examines how proposed tax policy changes might impact portfolio design and spending decisions. Download the white paper here »

Greg Friedman, Jeff Moyer | April 30, 2021

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April 1, 2021

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March 1, 2021

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February 1, 2021

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January 4, 2021

Many investors are flummoxed when it comes to investing in China. On the one hand, it is one of the largest investment markets in the world. On the other hand, there are serious investment, geopolitical and ethical issues associated with China. Indeed, there are few investment topics that elicit as much spirited debate among our…

Gregory Curtis, Greg Friedman, Matthew Litwin, David Morris | December 8, 2020

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December 1, 2020

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November 2, 2020

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October 1, 2020

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September 1, 2020

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August 3, 2020

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July 1, 2020

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June 1, 2020

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May 1, 2020

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April 1, 2020

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Jim Foster | March 30, 2020

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Gregory Curtis | March 10, 2020

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March 2, 2020

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February 3, 2020

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January 2, 2020

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December 2, 2019

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November 1, 2019

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October 1, 2019

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September 3, 2019

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August 1, 2019

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July 1, 2019