Newsletters

October 18, 2019

Check out our October newsletter to learn more about the possibility of a coming recession, the impact of the recent Saudi oil attack, how a family encouraged family entrepreneurship, and more!

September 12, 2019

Are low interest rates good for investors? Is cannabis an asset class that’s worth all the buzz?  Considering outsourcing your Chief Investment Officer?  Find out what we think about all that and more in our September newsletter.

August 21, 2019

Check out our Director of Research’s latest blog on recession fears, learn how you can protect the privacy of your family foundation, meet several of our employees and hear what they have been working on, read all about the growth of our Florida office, and more!

July 24, 2019

This month’s newsletter features 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.

June 20, 2019

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.

May 16, 2019

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.

April 11, 2019

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.

March 20, 2019

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!