Pathways to Sustainable Investing: Insights from Families and Peers
Cambridge Associates
Interest in sustainable investing is growing each day as wealth owners, families, and family office professionals start down the path of sustainability investing. This paper details the typical path
VantagePoint 2019 Q3
Cambridge Associates
U.S. equity performance relative to other equity markets has been unusually strong for the extended period since 2009. As is typically the case, investors have developed a battery of reasons why the
Are You Getting Independent and Objective Investment Advice?
In practice it can be challenging to find an advisor who is truly independent and has your best interest at heart. A good starting point when considering a potential advisor is to check if that 
Morgan Creek Digital Assets: News and Investment Opinion on the Blockchain Industry
Morgan Creek Capital Management
One core belief held about the blockchain industry is that every stock, bond, currency, and commodity will eventually be digitized (also known as tokenized). This investment thesis is one that has
Cannabis Private Investment Review
Poseidon Asset Management and PitchBook
Cannabis is one of the most promising industries emerging today and has the potential to impact and reshape the global, social, and business landscape. In this report, a spotlight is shined on the
Qualified Small Business Stock (QSBS)
Justin Makso and Kevin Chung, First Republic Private Wealth
Lawmakers are well aware of the significant contributions to economic and job growth made by small businesses. As a direct incentive for starting and investing in small businesses, Congress has
Under-Saved and Overconfident
Asset Consulting Group
Over the past 40 years, creating and maintaining financial security has become more of a personal endeavor. Despite record aggregate levels of U.S. wealth, large portions of the population appear
Quarterly Update: Will the Fed Disappoint?
Eton Advisors Group
Stocks and bonds delivered spectacular performance in the first six months of 2019. The S&P index of large-cap U.S. stocks returned 18.5% for the year through June 30, while the Barclays
Mid-Year Economic Outlook: Establishing a New Altitude – Investing Beyond the Peaks
How far can markets go from here? In this mid-summer webinar, Deepak Puri, Managing Director and Chief Investment Officer for Deutsche Bank Wealth Management in the Americas, looked at how market
CIO Insights: Cracked, But Still Intact
Deutsche Bank Wealth Management
If central banks do not cut rates, their authority could start to be undermined because they have raised expectations about lower rates to the point where it would be awkward to backtrack. This may