This month’s newsletter feature our quarterly market review, a paper on how we work with families with illiquid assets, a recent Impact speaking engagement, an introduction to several team members, and more! Read our July newsletter here.
This month we feature a blog post on the growing list of geopolitical hotspots, a whitepaper on family financial education, some recent news and volunteering, a welcome to one of our newest employees and a spotlight on our Compliance Manager, and much more.
This month’s newsletter features a blog post on the continuing economic tensions between the US and China, a case study on how our team can maximize opportunities through tax optimization practices, several of our folks were speakers at industry events, we introduce one of our newest employees and spotlight one of our analysts, and more.
We showcase that Deb Whitney has been named Partner, Raised Healthy, Wealthy & Wise was featured in an article on Money.com, Chris Chandler recently spoke at an Impact Investing forum, Impact Analyst Jules Pulda will be judging an event for Tufts University’s Fletcher Social Investment Group, we feature our First Quarter Market Review, our March Monthly Market Tracker, a story about how we’ve helped families deal with some of the complexities of having household staff, and more.
We feature Leah M. Warren’s thoughts on the college bribery scandal in our blog, Bruce D. Simon writes about what investors should know as the Brexit deadline looms in his latest blog post, we share our newest investment research paper on why international small cap stocks may have more value than people think, we welcome Meredith Coffey to our team, Director of HR Brie Elliott is our Employee Spotlight for the month, and much more!
Roy Ballentine & Drew McMorrow’s successful succession story was featured in Inside Information, Sheila Lawrence’s recent event “The Philanthropy Talk” was highlighted in AUM/Boston Magazine, we welcome new employee Ryan Bachur, we feature a new investment research paper about the outlook for hedge funds, Director of Research Bruce D. Simon shares his thought on the stock market’s dramatic recovery so far in 2019 in his latest blog, Jennifer M. Eaton is speaking at an upcoming FOX Executive Council Meeting, we feature Rachel Gilmore in our Employee Spotlight, and more!
We welcome our newest employee, Jennifer Christian Murtie, Jake Northrup is named the Financial Planning Association of Massachusetts’ NexGen Director, an article written by Jennifer M. Eaton is featured in the Palm Beach Daily News’ Estate Planning special segment, Emily Dunford was featured as a guest commentator at the U.S. Figure Skating Championships, we feature a new research paper called “How Right Do You Have to Be?” and our 4th Quarter Market Review, our Employee Spotlight features Akeiva M. Thomas, and much more!
Sheila Lawrence spoke at the NEID Global Changemakers Gala, we welcome Jules Pulda, our Director of Research shares his thoughts on recent market volatility, we share insights about the markets in our November Monthly Market Tracker, we feature a story about helping a family define “legacy” for their family and community, and more!