Networks - Direct Investing

Kemp Stickney
Wednesday, August 10, 2016

Microsoft co-founder Paul Allen owns a collection of impressionist and modern art worth hundreds of millions. Fashion magnate Ralph Lauren has accumulated more than 60 collectible cars, including Ferraris, Alfa Romeo roadsters, Bugattis, Bentleys, Jaguars, and a McLaren F1—all in red.

Tony Roth and Shubhro Banerjee
Wednesday, August 10, 2016

Two harsh realities threaten to compromise most investment objectives: first, markets are unpredictable and, second, investors can sometimes be their own worst enemies. A well-diversified portfolio seeks the highest potential return while striving to manage a given level of volatility.

Ascent Private Capital Management
Friday, August 5, 2016

Real estate has long been recognized as a diversification vehicle within investment portfolios and often is held in one of two ways: physical real estate and Real Estate Investment Trusts (REITs).

Jeff Mortimer, CFA
Friday, August 5, 2016

Investors were recently challenged after the U.K. referendum on membership in the European Union (the Brexit vote). Although the polls predicted a tight race, the markets were signaling that a vote to remain would prevail.

Altair Advisers LLC
Thursday, August 4, 2016

Heading down the backstretch of 2016, the status quo brings to mind the title of the old comedy routine “Everything You Know is Wrong.” It seems that the capital markets have adopted their own version of augmented reality in a topsy-turvy year.

Altair Advisers LLC
Thursday, August 4, 2016

Any investors who were too preoccupied to track the markets in the first three months of 2016 might conclude from their quarterly statement that not much of consequence happened. They may have missed the mad dash to safe harbors followed by a speedy return to risk.

Vogel Consulting, LLC
Monday, August 1, 2016

Prior to the Brexit vote on June 23, financial markets were relatively strong. The S&P 500 index was trading just under its all-time high and the British pound was at the highest level of the year.

Vogel Consulting, LLC
Monday, August 1, 2016

There were two distinct periods during the quarter divided by sentiment and performance. The start of the year through February 11 was a “risk-off” period of negative sentiment and sharp declines across asset classes and countries.

James L. McCabe
Monday, August 1, 2016

Research shows that individuals investing directly in stocks or in mutual funds tend to have substantially lower returns than do comparable equity indices or the funds themselves.

Drexel Morgan Capital Advisers
Monday, August 1, 2016

Many acronyms and terms are associated with impact investing, including socially responsible investing (SRI), mission related investing (MRI), and environmental, social and governance (ESG).