At some point in the family lifecycle of wealth, the question invariably arises as to whether or not it makes sense to stop writing checks as individual family members or branches, and to form a Private Family Foundation in order to take a more formal approach to family philanthropy. Here are a few considerations and […]

Stock (and bond) market volatility has been up quite a bit recently. Why is it happening and what does it mean to me and my family’s financial well-being? The price of oil is down along with the value of the Russian Ruble – is this good or bad for my portfolio? Credit spreads have widened […]

Whether active management of a portfolio can actually produce better investment results than a passive portfolio has been a long-standing argument in the investment community. And, given the recent history of market volatility, this conversation has moved even more to the forefront. What is Active? What is Passive? An actively managed portfolio uses the skill […]