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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

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

The last couple of months have been extremely eventful for all of us. First and foremost, we hope that you and your families continue to be well and that you are finding ways to navigate these very uncertain times. All of this uncertainty can create a sense of fear, and in the words of Warren…

May 6, 2020

Socially responsible investing is a fast-evolving area of interest for wealthy families. It can come in many forms and there is a fair degree of complexity involved for families trying to implement a responsible investing program. Greycourt’s latest white paper – Socially Responsible Investing for Families – examines some of the important factors for investors…

Gregory Curtis, Kristi Combs | January 7, 2020

What are some common strategies used to optimize after-tax returns and exactly how valuable are they to a client’s portfolio? Is tax-loss harvesting more valuable than after-tax portfolio design? How can we determine the value of asset location strategies? These are critically important questions for clients and their advisors which we explore in our latest…

Greg Friedman, Jeff Moyer | July 31, 2017

How concerned should you be about market liquidity? What sectors of the markets would be most affected in a liquidity crisis and how might such a crisis begin? Is contagion to other market sectors a real concern? These are important questions for investors, however their portfolios are currently deployed. Download the white paper here »

Gregory Curtis, Matthew Litwin | October 26, 2015

Since the Financial Crisis, investor confidence in their advisors has plummeted. Clients are wondering exactly what it is that advisors are doing for them and how to measure how well they are doing it. In this white paper, Greycourt outlines in detail the types of advice wealth advisors should be giving, and how clients can…

Gregory Curtis, , Jeff Moyer | October 6, 2014

Despite the fact that over the past decade most long-only active equity managers have failed to produce attractive returns (after taxes, fees and inflation), investors continue to hire and hold these kinds of investments. Our latest white paper examines the decades of underperformance of active managers and possible explanations for the underperformance, as well as…

Greg Friedman | October 8, 2013

Most investors are well aware of the exceptional track record compiled by Yale University under the leadership of CIO David Swensen. But we suspect that far fewer investors are familiar with the Norway Government Pension Fund (NGPF), which can fairly be viewed as the “anti-Yale.” The NGPF is now the largest sovereign wealth fund in…

Gregory Curtis | September 15, 2012

Many investors have expressed alarm over the impact that rising rates may have on their existing bond portfolios. In the enclosed white paper, Greycourt examines the impact of rate rises on bond values and evaluates several alternative strategies. We hope you find the white paper useful. Download the white paper here »

Greg Friedman | April 11, 2004

Nearly twenty years ago the eminent ecologist, Garrett Hardin, bemoaned our lack of “numeracy.” Download the white paper here »

Gregory Curtis | April 17, 2003

The problem of financial conflicts of interest is a perfect example of our ability to understand a concept intellectually but fail to grasp its full significance. This white paper explores examples of conflicts we knew existed, but the consequences of which were monstrously underestimated. Download the white paper here »

Gregory Curtis | February 12, 2003