Having advised clients for almost 25 years and answering this specific question for almost 20 of them, I still cannot believe how many potential clients we meet who have zero to limited exposure to various types of hedge fund strategies. Yes, the fees are higher than your traditional Index ETF or mutual fund, but I am […]
There are no urgent problems calling for a precipitous new Fed course, and there are still uncertainties, Michael Ivanovitch writes. CNBC, by Dr. Michael Ivanovitch , October 30, 2017 U.S. bond markets see rising inflation and public debt Bond vigilantes may soon be forcing the Fed’s hand The ECB sees deflation, tight fiscal policies and […]
MarketWatch, by Tony Robbins, October 11, 2017 Take charge of your money before giving it to a professional manager Doctors, lawyers, and certified public accountants in the United States are legally required to act in the best interests of the people they serve. Yet financial advisers get a free pass. There are more than […]
As we close the books on the third quarter and what hopefully was a great summer for everyone, all we can say is WOW! In the well over 20 years that most of us have been doing this, we cannot remember a time when the equity markets have been so calm for so long. It […]
One of the biggest questions facing most retirees is how can they generate enough income from their assets when interest rates are so low? Unfortunately, for most people (even the wealthiest of people) the hard truth is that they cannot. Though many investors have benefited from the Federal Reserve’s ultra-low interest rate policy (which has […]
We hope that you all are enjoying the start of your summer and that you had a fun July 4th holiday. It truly is amazing how quiet the markets seem to be, especially considering all the noise coming from D.C., along with what seems to be a complete stalemate when it comes to implementing any […]
It’s not, but for a large and very powerful group, the answer does not seem to be so simple. Over the past several years there has been an extremely contentious debate over a proposed rule by the Department of Labor (DOL) called the Fiduciary Rule. On the surface, passage of the rule seems to be […]
So, you are having a baby, congratulations! We are often asked, what should I do or what do I need to do differently? This is a topic near and dear to my heart as I recently had my first child. I know you are probably spending a lot of time thinking about getting the baby’s […]
Longevity Risk is a fancy way of saying the risk associated with you running out of money because you live too long. It’s a very real risk facing many Americans. There are a couple of reasons why this is a real risk. One reason is that new healthcare advances are aiding in Americans living longer […]
Last we wrote we were in the midst of a great year-end rally which allowed global equities to return about 8% for the year, led by U.S Small Caps (+21.5%) and then U.S. Large Caps (12.0%). We had recovered from some pre-election declines, only to race to record highs just days after Donald Trump was elected to be the next President of the United […]
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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
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