Networks - Direct Investing

Bruce D. Simon, Ballentine Partners
Thursday, June 8, 2017

Market watchers have noted the stunning growth of indexed vehicles over the last few years.

FTI Consulting
Monday, June 5, 2017

To ensure you are on the right track when buying and maximizing valuations when selling, it is important to minimize mistakes during the due diligence and direct investment process.

Wednesday, May 17, 2017

The start of 2017 was a stark but welcomed contrast to the prior year. In January 2016, U.S. markets experienced one of their worst starts in history―hampered by concerns of slowing global growth, bottoming oil prices, and an impending election season.

Roy Ballentine, Ballentine Partners
Friday, May 12, 2017

Nearly all investment professionals rely upon portfolio optimization techniques grounded in Modern Portfolio Theory to structure investment portfolios for individual investors.

Bruce D. Simon, Ballentine Partners
Friday, May 12, 2017

The stock market abounds with colorful sayings that reflect the collective wisdom of decades of investment experience. For professional investors, these time-worn adages are reminders of sometimes-painful past market episodes and the unending challenge of getting the future right.

Bruce D. Simon, Ballentine Partners
Friday, May 12, 2017

As data continues to accumulate that reinforces the growing consensus of the superiority of passive indexing strategies over active management, the defenders of the old guard are fighting back.

Kristi Kuechler, President, FOX Private Investor Center – Family Office Exchange
Wednesday, April 26, 2017

One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys.

Rockefeller & Co.
Friday, April 21, 2017

With President Trump often communicating policy via Twitter, investors are once again finding messaging can be costly—one mere tweet from Trump blasting the pricing of an F-35 fighter jet caused Lockheed Martin to shed $2 billion of market value within minutes.

Bank of the West
Thursday, April 13, 2017

The optimism and market strength seen in 2016 continued into the first quarter of this year with equity markets showing notable advances.

Carol M. Schleif, Abbot Downing
Wednesday, April 12, 2017

Traditional economic theory teaches that humans will make rational decisions when presented with all the facts and appropriate alternatives.