Dollar Plays

My firm’s director of Institutional Asset Management did a great Fortune column looking at the tendency of different asset classes to rise or fall concurrently with weakness or strength in the US dollar… When the dollar is up, gold, foreign developed, and emerging-market stocks tend to perform poorly. And when the dollar is down, gold,…

10 years ago

Have you begun your adventure yet? Where will you be in 10 years’ time if you start today? 

Talent

This is what it takes to deliver holistic wealth management and serve investors and their families as a fiduciary advisor.

Tesla goes old school with a 5-for-1 split

CNBC: Tesla announced a five-for-one stock split on Tuesday evening. The split goes into effect on August 31. Tesla shares rose more than 6% in post-market trading even though the stock split changes nothing fundamental about the stock. Theoretically, the move could mean more smaller investors could afford the stock, but those investors are minuscule compared to major institutions. What’s…