Looking back on a calendar year in which the S&P 500 outperformed the rest of the world by nearly 18% percent, many U.S. investors are perhaps wondering why they should venture outside of their home market. Add recent headlines from abroad, including talk of geopolitical instability, a Greek exit from the Eurozone, and a stock market bubble in China, and you start to see investors clicking the heels of their ruby red slippers, hoping for a return home to Kansas.
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Marriage, a new baby, a teen’s first car, a student going to college, retirement — many of life’s major events can affect not only your life insurance and estate plans but also your property and liability insurance. This article discusses several key life events and how those events impact insurance coverage.
Those in the public eye have both the blessing and burden of a complex lifestyle, and it’s imperative that they have the proper insurance program in place to protect what they’ve earned. This articles discusses the pros and cons of enhanced insurance coverage for a number of valuable assets, which includes yachts, art and even the identity of affluent individuals in the public eye.
Effective short selling enhances an investment portfolio’s risk-adjusted returns over time. All else equal, short positions lower market exposure when incorporated into a broader portfolio. Accordingly, the long/short approach generally reduces volatility and improves capital preservation over a full market cycle. The use of shorts in a portfolio typically gives long/short managers a competitive advantage over long-only investors, who are more dependent on rising markets to generate returns.
Doubts about the strength of the global expansion continue to preoccupy investors, most recently causing a meaningful but relatively normal market correction.Although the global economy has been growing for nearly six years, investors have been buffeted by a seemingly never-ending series of events, from Greece and Puerto Rico to China. Each round of news seems to bait investors to stockpile their savings under a mattress. The latest series of events recently culminated with a notable more-than-10-percent peak-to-trough correction.
Those who live in hurricane-prone regions know all too well that when August rolls around, along with end-of-season barbeques comes the possibility of inclement weather patterns. At this time each year, areas of the United States brace for potentially destructive storm systems. As we start the seventh year of a bull market, the calendar is signaling that the stock market may be nearing storm season. Based principally on continued global central bank easing and lower oil prices, we believe the bull will run for at least another year, if not longer.
Jeff Mortimer’s latest Investment Update discusses what branch of the road the market may take, how the market correction served to reset investors’ views on risk and return and how we’re managing the opportunities and/or risks.
Smart phones, tablets and wireless networks are risky tools for high net worth individuals who are often targets of identity theft and social media attacks. This paper highlights the unique threats to HNW individuals and outlines protective measures against such crimes.
When your business and reputation are on the line: Know your professional liability risk – For high net worth individuals who invest their time and resources for lifetime causes, losingbusiness and personal assets can be devastating. Read this paper to understand how to protect HNW individuals from frivolous lawsuits that can threaten their life’s work and savings.
Conventional advice may be harmful if you’ve accumulated significant wealth. Avoiding critical mistakes in asset allocation and family communication, as well as working with a trusted advisor in a collaborative environment are key best practices for ultra-high net worth individuals to pursue. This article provides some of the most common errors high-net-worth investors make when they apply conventional wisdom to their unconventional wealth.