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Estate Planning For Life!

Julia Butler, CFP®, JD, MBA
Chief Operating & Compliance Officer Director of 401(k) Advisory & Financial Planning Services

Estate planning is really "transfer planning." It is an ongoing exercise of planning how you accumulate, conserve, and distribute your assets during life, at death, and beyond. There are both financial and non-financial reasons to plan.

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Investment Approach Revisited

By Joel Goodman, CFA Chief Investment Officer
Scott McGhie, CFA, CPA Director of Research & Portfolio Management Alex Morris, CFA, MBA Research Analyst

The S&P 500 continued its march higher in the third quarter and has now increased by 14% (including dividends) in 2017.  International markets have reported even better results, with the MSCI World index (ex-U.S.) climbing 21% over the same period.

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All-Weather Portfolio Construction

Malcolm Butler, JD
President

It seems that there has been an increase in severe weather these days including floods, fire, and wind. In Savannah, we suffered a direct hit from Hurricane Matthew last year and endured a mandatory evacuation this year due to Hurricane Irma.

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Investment Maxims

Malcolm Butler, JD
President

I attended an investment conference recently and one of the speakers was Stephen Friedman, former Chairman of Goldman Sachs. During his fireside chat, he mentioned that when it comes to investing, he follows some basic rules of risk management. He said that these rules were universal truths that grandparents have shared with their grandchildren over multiple generations.

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Summer Reading

By Joel Goodman, CFA
Chief Investment Officer
Scott McGhie, CFA, CPA
Director of Research & Portfolio Management
Alex Morris, CFA, MBA
Research Analyst   As part of our job as investment managers, we read numerous shareholder letters every year. Occasionally, these letters offer a unique perspective or insight that renews our enthusiasm for how we think about businesses and the art of long-term investing. The most recent letter from Amazon CEO Jeff Bezos is a gem that has kept our attention since it was published in April.  
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The Graduates’ Trillion Dollar Problem

Ernesto Montes
Associate Investment Advisor

Over the past few decades, student debt has transformed from a tool for accessing higher education to a significant obstacle preventing young people from accumulating wealth and saving towards retirement. According to a February 2017 report published by the Federal Reserve Bank of New York, outstanding student loan balances increased by $31 billion in 2016.

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How Investing Transformed Over the Century

Malcolm Butler, JD
President

I recently read a book on the sinking of the Lusitania in 1915. The author thoroughly details the lives of some of the affluent passengers who were aboard the luxury liner’s final voyage. As I was learning about these “high net worth” people who lived one hundred years ago, I kept wondering about how they saved and invested, and how early 20th century investing contrasts with early 21st century investing.

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