Risk has many dimensions and individual investors tend to equate risk with loss of capital. That definition of risk may actually lead an investor astray and hinder his or her ability to meet long-term objectives. Rather than attempting to avoid risk, successful investors embrace and manage it.
The markets are off to a rough start this year. Worries about the strength of the world economy caused global stocks to plunge double-digits in January before rebounding slightly. Recent manufacturing data in the U.S.
Despite modest recoveries across most markets in the fourth quarter, 2015 was a poor year for investment returns. While concerns at the end of 2015 continue now—volatility in China’s domestic Shanghai market, rising interest rates in the U.S., falling oil prices, the U.S.
The venture ecosystem in Israel is undergoing an evolution as entrepreneurs are flourishing throughout the country. In November 2015 there were 6,000 start-ups in Israel garnering funding from a new generation of venture funds made up of both spin-outs from existing firms and new VCs.
Lori D. Mills, CFA, Managing Director and Daniel C. Tarlas, CFA, Senior Managing Director – Asset Consulting Group LLC
Wednesday, February 17, 2016
Aligning the advisory relationship with the family’s objectives is as much an art as a science. Many families don’t realize that a wide spectrum of advisory relationship structures exist, and that they have the ability to design and customize a relationship that best suits them.