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Institutional investors predict the volatility that rocked markets across the globe in the fourth quarter of 2018 will continue into 2019, and expect that the long-running U.S. bull market will soon come to an end. But even as they anticipate a dramatic 180-degree turn from the low-rate, low-volatility environment that’s fueled the longest bu...

When taxes don’t matter, and that is rarely the case for most investors, pre-tax returns are sufficient in determining whether the investment did well or poorly relative to a benchmark. But for taxable accounts, pre-tax returns provide an incomplete picture, and relying on them can lead to poor investment decisions. In such cases, using after...

On August 9, 2019, the Nebraska Department of Banking and Finance issued the Interpretive Opinion No. 19 that excludes M&A Brokers from the Nebraska Securities Act’s definition of broker-dealer. It is a development that modernizes and streamlines Nebraska’s securities rules and regulations. By providing needed regulatory relief for ...

The strategies available through liquid alternatives and hedge funds can deliver valuable portfolio construction benefits for certain types of investors, with suitability depending on investor-specific objectives, preferences, and constraints. Liquid alternatives are public and private vehicles that investors use to access a variety of alternative ...

The main threat to responsible investing (RI) is the very success of the idea itself. There are now so many investors looking for RI investments that the usual financial industry fraudsters and unethical salespeople have come out in force. But with serious diligence, caution—including being aware of “greenwashing”—and temper...

What might your best stock holding, a piece of real estate, shares in a privately held company, interests in private equity, venture or hedge funds, fine art, collectibles, and bitcoin have in common? Whether you purchased them for love or investment purposes, they could be among the best items to give to your favorite charities to realize maximum ...

Oil prices jumped 18% at the opening of trading Sunday night after a missile attack on the world's largest crude oil processing plant in Saudi Arabia, but fell back to a gain of about 9% on Monday morning as traders attempted to handicap the impact on future production. Saudi Arabia has a stated goal of restoring one-third of lost production by...

Recent legislation and changing public opinion has led to the birth of an exciting, fast-growth new industry: cannabis. Companies eager to capitalize on the trend toward legalization are moving quickly to establish a toehold in an industry that is expected to generate explosive growth in coming years. At the same time, investors considering ways to...

The spectacular decline in global interest rates, both here and abroad, has been viewed as a necessary tonic to reinvigorate the sluggish global economy. But will a sharp reduction in short-term interest rates engineered by the Fed result in a new economic boom and a powerful rally in stock prices? Or is the experience of the European and Japanese ...

U.S. stocks have global exposure but do not provide global diversification. In investing, being exposed to too much of the same thing could be dangerous, especially when that market or a segment of it underperforms. A globally diversified equity portfolio may not only protect investors from the concentration risks due to home bias, but could also o...

The most problematic challenge wealthy families face is not how to make more money, but how to ensure that it lasts. This requires focusing on something other than money. Successful families, whose wealth lasts for many generations, follow five key practices.

Wealthy individuals and family offices are increasingly looking to direct investments to enhance their returns. Other significant incentives for choosing direct investing include the elimination of management fees charged by investment firms. They can also serve as a vehicle to align investments more closely with the values and mindset of the inves...

With the longest economic expansion on record currently underway in the United States, it is hard to imagine that capital markets and investments were in utter disarray a little over ten years ago. Or that technology stocks—the darling of equity markets today—took a severe beating two decades back. We believe that when the going is good...

Passive doesn't mean indifferent. Often people lose sight of the fact that while passive, or index, investors have made a choice to diversify and trust the market to reward them for their investments in the long run, they still want positive performance. And influencing corporate behavior for the better is a key way for them to achieve tha...

More and more investors are considering an allocation to commodities, typically motivated by a desire to tap the inflation-fighting and diversifying properties of this asset class. While the most natural way to get commodity exposure is by investing in a portfolio of commodity futures, many investors (and consultants) believe owning a portfolio of ...