Over the last year or so, there have been a flurry of big transactions in the financial services world. It seems like every time we turn around, some big Wall Street firms are buying one another, investment banks are buying client service companies, massive brokerage firms are “merging”, and so…
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In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
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Whenever markets move far enough & fast enough to draw the attention of the non-financial press, investment advisors start to get a few more phone calls than usual. The US markets (stocks and bonds both, unusually enough) have been acting very strange lately — these “up 3%, down 4%” swings…
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In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
Read More
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
Read More
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
Read More
There are plenty of resources around the internet for people just beginning to look for financial planners and investment advisors — “Ten Questions to Ask a Financial Advisor”, for example, or “Seven Questions Every Advisor Should Be Able to Answer”, or many others. These are great resources, because if you’re…
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A few of our clients here in Santa Fe read an article in today’s local paper by Doug Lynam, a partner at LongView Asset Management here in town. The article is headlined “Fight the power, save the planet”, which doesn’t sound particularly scary – but one of our clients asked…
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Does it seem reasonable for the pensions of New Mexico’s retired teachers to be dependent on profits from private prison companies – especially considering how many of their students are impacted by the continued incarceration of their immigrant relatives? Over the last few months, we’ve been working with the Santa…
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Current Market Conditions and Short-Term Expectations: Whenever the major US stock indexes reach new highs, or tumble unexpectedly, we hear from a few of our clients with worries about the near future. The S&P 500 (a broad index representing the largest US-based companies) hit new all-time highs in late…
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