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 ➝
2019 Performance
Dear Investor, Our Tactical Asset Allocation strategies, relative to the S&P 500, MSCI ACWI as well as the Credit Suisse Hedge Fund indices underperformed the benchmarks in 2019. Our typical 2019 YTD returns were in the +12-15% range for our GTAA as well as USTAA strategies, while the S&P 500 returned in excess of 31%. Read more ➝