2nd Quarter 2016

2nd Quarter 2016

Despite the pundit’s “earth shattering” news of Brexit, the exit of the UK from the European Union, the bull run continued, this past quarter, for almost every asset class owned in our portfolios.  The leader of the pack was global real estate, adding to its Q1 return...
Top 5 Financial Mistakes of the Wealthy

Top 5 Financial Mistakes of the Wealthy

Looking for financial advice from the wealthy? More than a quarter of investors with over $1 million in net worth said their worst mistake before working with a financial advisor was . . . drum roll please . . . failing to properly diversify (according to a survey of...