Capital Insights: Alternatively Speaking

In our last installment, we wrote about our approach to Investing in Innovation, and how we are expressing that theme in client portfolios. This quarter, resurgent market volatility warrants revisiting the global landscape and updates to our view on the trajectory of economic and market conditions. Key Points: Global growth continues to slow as [...]

August 21st, 2019|

Capital Insights: Investing in Innovation

Creative destruction. Disruption. Revolution. All terms that have been used to describe the continual innovation that has occurred over the history of our world economy. Two hundred years ago, advancements in steam power, mechanization and electrification created massive shifts in labor allocation and mobility, human migration, population growth and economic output. Locomotives rendered stagecoaches [...]

May 21st, 2019|

Planning for Your Estate in a Dynamic Political and Regulatory Climate

In the same way that innovation has changed the landscape of human history, Congress and US Presidents have consistently changed Estate and Tax laws over time. Because of these continual changes, it is important to revisit your Estate Planning documents every three to five years to ensure that your documents reflect your intentions and [...]

May 21st, 2019|

Capital Brief: Downshifting

It’s hard to believe we are already through January as it seems like the holidays were just yesterday. Those prone to motion-sickness are still recovering from last year’s market plunge, while others are busy getting on with their New Year’s resolutions and rekindling relationships with their fitness clubs. What was December’s market action trying [...]

February 1st, 2019|
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