September 16, 2020

Written by Ben Daly, CFA, CAIA, CFP®, Senior Investment Advisor and Ryan Bachur, CFA, Senior Portfolio Manager For over three generations of professional investment management, rules, guidelines, and heuristics were developed for endowments, foundations, pensions, and other tax-exempt institutions.  They became the “law of the land,” ensconced in the investment and finance curricula taught around […]

April 9, 2024

Market Recap  There are always odd times in investing when what’s happening in the economy is completely disconnected from what’s happening in the capital markets. This was not one of those times! For the first quarter of this year, good news in the economy actually translated to good news in the risk markets. The U.S. […]

April 3, 2024

We are proud to sponsor and attend Class II of the New England Fellows Institute of The American Trust and Estate Counsel on April 4th in Newton, MA.  Senior Client Advisors Courtney Scott and Elliot Rotstein will attend.

April 3, 2024