Money Clip

Blog by Matthias Paul Kuhlmey


Matthias Paul Kuhlmey is a Managing Director & Partner at HighTower Advisors, where he serves as wealth manager to High Net Worth and Ultra-High Net Worth Individuals, Family Offices, and Institutions.

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  • Collective Wisdom MoneyLife Radio Show

    Wednesday, August 20, 2014

    Posted by: Matthias Paul Kuhlmey

    How are central bank policies affecting global interest rates? This morning, it was a great pleasure to make an appearance on Chuck Jaffe’s MoneyLife Show, along with my partners, Richard Steinberg and Stephen Rosen, to discuss historically low rates in Japan and Europe, the current slack in global growth, and which investments we favor in today’s investment environment. Please click here to listen.

    HighTower was designed specifically not to follow a single viewpoint, or “house view,” in Wall Street jargon. Consequently, as we do not have to sell product, but rather provide advice, our business model allows us to reduce or avoid many conflicts we may have faced earlier in our careers as financial advisors. As partners in our business, we take great pride and responsibility in sharing best practices and ideas to deliver excellence to our clients.

  • Rewind

    Friday, August 15, 2014

    Posted By: Avita Sukhram

    Truth is tough. It will not break, like a bubble, at a touch; nay, you may kick it about all day, like a football, and it will be round and full at evening. – Mark Twain

    To be quite honest, this week, I’m not really sure where to begin.  A week ago, Michael Brown was shot multiple times by a police officer that has basically put this small town on the map (and not in a good way).  I’m sad about the fact that in 2014 it feels like the 1960s where individuals are still fighting for their basic civil rights and journalists have to remind law enforcement of our First amendment rights.   Have we not learned from history? Are we doomed to repeat it? Thinking about Trayvon Martin, I hope not.

    President Obama had his hands full while on vacation this week with riots in Missouri and foreign policy taking center stage (hey, at least Hillary has got his back…right?!)Things in the Ukraine are going about as well as…no, wait… that’s not good at all. Over in Iraq, ISIS keeps to its plans and in South America, Argentina is still in crisis (and it smells worse than the World Cup kind). In more domestic news, NASCAR and Cooper Union tries some new rules, Chuck Todd gets a new gig, Ebola outbreak update, fraud at Notre Dame, Coke makes a Monster deal, a SeaWorld controversy, and in celebrity news, beloved actor and comedian Robin Williams passed away this week.

    So here we are, only 2 weeks left of summer and it already feels like fall out (at least in NYC). My only solace of looming cooler temperatures is the fact that it’s almost football seasonYes, that’s right, I AM ready for some football! 

    We hope you had a great week and have a great weekend ahead!

    Other Interesting Links:

  • Collective Wisdom MoneyLife Radio Show

    Wednesday, August 13, 2014

    Posted by: Matthias Paul Kuhlmey

    How should investors approach investing in Frontier Markets? This morning, it was a great pleasure to make an appearance on Chuck Jaffe’s MoneyLife Show, along with my colleague, Matt Harris, to discuss the macro “tailwinds” that are present in Africa and the benefits and risks of diversifying a portfolio with Frontier Market exposure. Please click here to listen.

    HighTower was designed specifically not to follow a single viewpoint, or “house view,” in Wall Street jargon. Consequently, as we do not have to sell product, but rather provide advice, our business model allows us to reduce or avoid many conflicts we may have faced earlier in our careers as financial advisors. As partners in our business, we take great pride and responsibility in sharing best practices and ideas to deliver excellence to our clients.

  • Rewind

    Friday, August 8, 2014

    Posted By: Avita Sukhram

    I was hoping that this last month of summer would be spent thinking about fall fashion, back to school, and discussing all the crazy things celebrities do ahead of the fall elections.  Sadly this is not the case.

    Middle East tensions continue to rise without any end in sight:  Hamas and Israel have resumed fire after a 3 day truce expired and the U.S. starts airstrikes on terrorist group ISIS.  In Africa, the Ebola virus continues to spread causing the World Health Organization to declare an international public health emergency and the FDA to take action.  And further east,  Putin ups the ante (we aren’t so sure that’s a good idea).

    With only 3 months left in the election cycle, it will be interesting to see how these events turn out to affect the outcome of the U.S. midterm elections.  I won’t dwell on this as there’s plenty of time to talk about the election cycle in the coming weeks and there’s so much more: a CIA cover-up scandal, the Vanity Fair International Best Dressed list (did you make the list!?), a self-censored media, pending drone integration, and Hawaii is about to endure its first major storm in 22 years!

    And lastly, on this day in history, Richard Nixon resigned as the President of the United States, a turning point in our nation’s history that still lives in infamy.  As Nixon said (and as close to a confession as we will ever get), “I’m a fighter, I just didn’t want to quit. Also I thought it would be an admission of guilt, which of course it was,” he said. “And, also, I felt it would set a terribly bad precedent for the future.”  With how fast the world has changed in the last 40 years, I would hope telling the truth, owning up to your mistakes, and setting a good example is never a bad precedent.

    We hope you had a great week and have a great weekend ahead!

    Other Interesting Links:

  • Collective Wisdom Moneylife Radio Show

    Wednesday, August 6, 2014

    Posted by: Matthias Paul Kuhlmey

    How can investors approach investing in Emerging Markets? This morning, it was a great pleasure to make an appearance on Chuck Jaffe’s MoneyLife Show, along with my partner, David Molnar, to discuss our differing views on the role of Emerging Markets in client portfolios, and how we are currently positioned. Please click here to listen.

    HighTower was designed specifically not to follow a single viewpoint, or “house view,” in Wall Street jargon. Consequently, as we do not have to sell product, but rather provide advice, our business model allows us to reduce or avoid many conflicts we may have faced earlier in our careers as financial advisors. As partners in our business, we take great pride and responsibility in sharing best practices and ideas to deliver excellence to our clients.

  • COLLECTIVE WISDOM MONEYLIFE RADIO SHOW

    Wednesday, July 30, 2014

    Posted by: Matthias Paul Kuhlmey

    Can record profit margins as part of the current earnings picture be maintained, and will revenue growth pick-up in time? This morning, it was a great pleasure to make an appearance on Chuck Jaffe’s MoneyLife Show, along with my colleagues, Mike PeQueen and Patrick Fruzzetti, to discuss Q2 earnings that have been reported so far, the current drivers of U.S. Equity valuations, and our respective interpretations with regard to investing. Please click here to listen.

    HighTower was designed specifically not to follow a single viewpoint, or “house view,” in Wall Street jargon. Consequently, as we do not have to sell product, but rather provide advice, our business model allows us to reduce or avoid many conflicts we may have faced earlier in our careers as financial advisors. As partners in our business, we take great pride and responsibility in sharing best practices and ideas to deliver excellence to our clients.