Who is better for the stock market, Trump or Clinton?

who-is-better-for-the-stock-market-trump-or-clinton

This is one post in a series based on our “Quarterly Questions & Answers.” Each post covers one of the important topics we discuss with our wealth management clients.  Today’s topic is: Who is better for the stock market, Trump or Clinton? Many investors would assume that a billionaire, businessman president would be great for the stock market. And […]

Department of Labor’s Fiduciary Rule: What does it mean for retirement accounts?

department-of-labors-fiduciary-rule-what-does-it-mean-for-retirement-accounts

This is one post in a series based on our “Quarterly Questions & Answers”. Each post covers one of the important topics we discuss with our wealth management clients.  Today’s topic is: The Department of Labor has new rules regarding advice for retirement accounts. How does this fiduciary rule affect my account (IRA, SEP, 401k), our relationship, and your business? The […]

How the value of the dollar impacts investment portfolios

how-the-value-of-the-dollar-impacts-investment-portfolio

This is one post in a series based on our “Quarterly Questions & Answers.” Each post covers one of the important topics we discuss with our wealth management clients.  Today’s topic is: The dollar seems to drive so much, from the stock market to interest rates and oil prices. How am I exposed in my portfolio? The dollar has […]

Higher interest rates: How am I positioned with interest rate risk?

higher-interest-rates-how-am-i-positioned-with-interest-rate-risk

This is one post in a series based on our “Quarterly Questions & Answers”. Each post covers one of the important topics we discuss with our wealth management clients.  Today’s topic is: Every year or so, we get a scare about higher interest rates, which has not yet come to fruition. How am I currently positioned with interest rate […]

The Pros and Cons of Socially Responsible Investing (SRI)

socially responsible investing

Some investors just don’t want pornography in their portfolios. Others want to stay away from tobacco, alcohol, left issues, right issues, religious factors, or a variety of other factors. To accommodate these concerns, socially-responsible investing (SRI) has evolved as a thematic approach to investing. SRI may involve avoiding companies that sell potentially harmful or addictive […]

What we learned from David Rubenstein

5-things-i-learned-rubenstein

Every now and then, we get the chance to speak to a global influencer with his or her finger on the pulse of businesses and economies around the world. Barry Glassman interviewed David Rubenstein for the third time earlier this summer at an event hosted by BisNow. David is a billionaire, philanthropist, DC resident, and co-founder […]

Don’t give up on your GRATs for Estate Planning!

Estate Planning with GRATs

Effective estate planning is often a long, ongoing process, and it doesn’t happen overnight. It’s difficult to remain focused on the long term benefits of different strategies, especially when they don’t work 100% of the time. One strategy we often recommend for clients to potentially reduce their taxable estate is a grantor retained annuity trust, […]