Welcome to our library
most recent

  Download Flash Report Here    

December 2, 2024

  Download Flash Report Here    

November 1, 2024
Fifteen on Friday
Fifteen on Friday # 530

The Week’s Best Articles

David C. Wells | October 10, 2024

  Download Flash Report Here    

October 1, 2024
Fifteen on Friday
Fifteen on Friday # 529

The Week’s Best Articles

David C. Wells | September 20, 2024

  Download Flash Report Here    

September 3, 2024
Fifteen on Friday
Fifteen on Friday # 528

The Week’s Best Articles

David C. Wells | August 30, 2024

Download the white paper here »

Jared Zeigler | August 21, 2024
Fifteen on Friday
Fifteen on Friday # 527

The Week’s Best Articles

David C. Wells | August 9, 2024

  Download Flash Report Here    

August 1, 2024
Fifteen on Friday
Fifteen on Friday # 526

The Week’s Best Articles

David C. Wells | July 26, 2024
Fifteen on Friday
Fifteen on Friday # 525

The Week’s Best Articles

David C. Wells | July 12, 2024

  Download Flash Report Here    

July 1, 2024
Fifteen on Friday
Fifteen on Friday # 524

The Week’s Best Articles

David C. Wells | June 28, 2024
Fifteen on Friday
Fifteen on Friday # 523

The Week’s Best Articles

David C. Wells | June 14, 2024

  Download Flash Report Here    

June 3, 2024
Fifteen on Friday
Fifteen on Friday #522

The Week’s Best Articles

David C. Wells | May 24, 2024

  Download Flash Report Here    

May 1, 2024
Fifteen on Friday
Fifteen on Friday #521

The Week’s Best Articles

David C. Wells | April 26, 2024
Fifteen on Friday
Fifteen on Friday #520

The Week’s Best Articles

David C. Wells | April 12, 2024

  Download Flash Report Here  

April 11, 2024
Fifteen on Friday
Fifteen on Friday #519

The Week’s Best Articles

David C. Wells | March 22, 2024
Fifteen on Friday
Fifteen on Friday #518

The Week’s Best Articles

David C. Wells | March 8, 2024

  Download Flash Report Here  

March 1, 2024
Fifteen on Friday
Fifteen on Friday #517

The Week’s Best Articles

David C. Wells | February 16, 2024
Fifteen on Friday
Fifteen on Friday #516

This week: The Ruling Class, Bridgewater, and Vision Pro is here

David C. Wells | February 2, 2024

  Download Flash Report Here  

February 1, 2024
Fifteen on Friday
Fifteen on Friday #515

This week: Succession, Rainmaking, and Manchester United

David C. Wells | January 19, 2024
Fifteen on Friday
Fifteen on Friday #514

This week: Decluttering, Stanleys, and the Science of Muscle

David C. Wells | January 5, 2024

  Download Flash Report Here    

January 2, 2024
Fifteen on Friday
Fifteen on Friday #513

This week: Taylor, AI, and Art Basel

David C. Wells | December 22, 2023
Fifteen on Friday
Fifteen on Friday #512

This week: The Dangers of Influencing, YOLO Spending, and The Rizz

David C. Wells | December 8, 2023

  Download Flash Report Here    

December 1, 2023
Fifteen on Friday
Fifteen on Friday #511

This week: Mrs. Bezos-to-be, AI, and the 23 Year Old Championship Coach

David C. Wells | November 21, 2023
Fifteen on Friday
Fifteen on Friday #510

This week: The World’s Worst Art Collection, Government Debt, and Cold Showers

David C. Wells | November 10, 2023

  Download Flash Report Here  

November 1, 2023
Fifteen on Friday
Fifteen on Friday #509

This week: Culture Standstill, Chinese Private Equity, and Plastic Eating Bacteria

David C. Wells | October 27, 2023

Download the white paper here »

Wendy Pan, Gregory Curtis | October 11, 2023

  Download Flash Report Here  

October 2, 2023
Fifteen on Friday
Fifteen on Friday #508

This week’s highlights: Building the Life You Want, Fewer Accountants, and Fake Dining

David C. Wells | September 29, 2023
Fifteen on Friday
Fifteen on Friday #507

This week’s highlights: How America Got Mean, 24-hour Options, and the Malaria Vaccine

David C. Wells | September 15, 2023

  Download Flash Report Here  

September 1, 2023
Fifteen on Friday
Fifteen on Friday #506

This week’s highlights: Bill Waterson, Marketing, and The Preppy Handbook (again)

David C. Wells | September 1, 2023

Download the white paper here »

Greg Friedman | August 28, 2023

  Download Flash Report Here  

August 1, 2023

  Download Flash Report Here  

July 3, 2023

Download the white paper here »

Greg Friedman | June 13, 2023

  Download Flash Report Here  

June 1, 2023

  Download Flash Report Here  

Mark Thomas, Gregory Battis | May 1, 2023

  Download Flash Report Here  

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

  Download Flash Report Here  

March 1, 2023

  Download Flash Report Here  

February 1, 2023

  Download Flash Report Here  

January 3, 2023

  Download Flash Report Here  

December 1, 2022

  Download Flash Report Here  

November 1, 2022

  Download Flash Report Here  

October 3, 2022

  Download Flash Report Here  

September 1, 2022

  Download Flash Report Here  

August 1, 2022

  Download Flash Report Here  

July 1, 2022

  Download Flash Report Here  

June 1, 2022

  Download Flash Report Here  

May 2, 2022

  Download Flash Report Here  

April 1, 2022

  Download Flash Report Here  

March 1, 2022

  Download Flash Report Here  

February 1, 2022

  Download Flash Report Here  

January 3, 2022

  Download Flash Report Here  

December 1, 2021

  Download Flash Report Here  

November 2, 2021

  Download Flash Report Here  

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

  Download Flash Report Here  

September 1, 2021

  Download Flash Report Here  

August 2, 2021

  Download Flash Report Here  

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

  Download Flash Report Here  

June 1, 2021

Download the article here »

May 25, 2021

  Download Flash Report Here  

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

Download the letter (PDF) here »

Jim Foster | April 29, 2021

Download the article here »

April 20, 2021

Download the article here »

April 7, 2021

  Download Flash Report Here  

April 1, 2021

Download the (PDF) here »

March 23, 2021

Download the (PDF) here »

March 3, 2021

  Download Flash Report Here  

March 1, 2021

  Download Flash Report Here  

February 1, 2021

Download the (PDF) here »

January 4, 2021

  Download Flash Report Here  

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

  Download Flash Report Here  

December 1, 2020

  Download Flash Report Here  

November 2, 2020

  Download Flash Report Here  

October 1, 2020

Download the (PDF) here »

September 14, 2020

  Download Flash Report Here  

September 1, 2020

  Download Flash Report Here  

August 3, 2020

  Download Flash Report Here  

July 1, 2020

Download the (PDF) here »

June 16, 2020

  Download Flash Report Here  

June 1, 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

  Download Flash Report Here  

May 1, 2020

Download the (PDF) here »

April 23, 2020

Download the (PDF) here »

April 15, 2020

Download the (PDF) here »

April 2, 2020

  Download Flash Report Here  

April 1, 2020

Download the letter (PDF) here »

Jim Foster | March 30, 2020

Download the letter (PDF) here »

Gregory Curtis | March 10, 2020

  Download Flash Report Here  

March 2, 2020

  Download Flash Report Here  

February 3, 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, | January 7, 2020

  Download Flash Report Here  

January 2, 2020

  Download Flash Report Here  

December 2, 2019

Download the (PDF) here »

November 18, 2019

Download the (PDF) here »

November 12, 2019

  Download Flash Report Here  

November 1, 2019

Download the update (PDF) here »

October 22, 2019

  Download Flash Report Here  

October 1, 2019

  Download Flash Report Here  

September 3, 2019

Download the update (PDF) here »

August 19, 2019

Download the update (PDF) here »

Jim Foster | August 16, 2019

  Download Flash Report Here  

August 1, 2019

  Download Flash Report Here  

July 1, 2019

Download the update (PDF) here »

June 24, 2019

  Download Flash Report Here  

June 3, 2019

Download the article (PDF) here »

May 15, 2019

Download the update (PDF) here »

Jim Foster | May 10, 2019

  Download Flash Report Here  

May 1, 2019

Download Flash Report Here

April 1, 2019

Download Flash Report Here

March 1, 2019

Download Flash Report Here

February 1, 2019

Download Flash Report Here

January 2, 2019

Download Flash Report Here

December 3, 2018

Download Flash Report Here

November 1, 2018

Download Flash Report Here

October 1, 2018

Download Flash Report Here

September 18, 2018

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