Volatility Rules
Dear Investor, Amidst the ongoing volatility, we thought it may be prudent to provide you with an update on our YTD performance. Our Tactical Asset Allocation strategies, relative to the S&P 500, MSCI ACWI have slightly outperformed the equity benchmarks so far in 2020 (as of March 6, 2020 evening). Our typical 2020 YTD returns Read more ➝
Some Interesting September Reads
Once a month, we often summarize some excellent reads/noteworthy news that have captured our attention over the past month or so. Some notes and links are below and as always, read at your leisure. On a quick note, I am happy to note that our managed accounts are performing ahead of the S&P 500 as of Read more ➝
Sitting on Significant Capital Gains?
Dear Investor, We were asked by more than a few investors as to what to do with all the significant capital gains due to this long bull market, specifically those owning a disproportionate amount of single company tech stock. And how then to be tax-efficient about this strategy during their lifetime? As always, the answers Read more ➝