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The Financial Planning Industry can Learn from the Healthcare Industry

Posted by Frank Parker on 9/13/19 8:45 AM

Good healthcare is often the result of patients having access to a group of diverse specialists. Imagine a scenario where you had a complex health issue and your only option was to see an orthopedic surgeon. This would be far from ideal, however, this type of scenario regularly occurs in the financial planning industry, as all members of the team typically have the same role.

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Topics: Investment Advice, Financial Planning

Venture Capital for Private Investors–Part 3 of 3: Size Matters

Posted by Philip Kessler, JD on 8/23/19 8:45 AM

In Parts 1 and 2 of our Venture Capital Investing for Private Investors series, we discussed how technology has enabled more investors to harness the growth potential of private companies and the macro backdrop related to investing in these types of companies. Here, we will share why size matters for private deals.

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Topics: Technology & Investing, Asset Management

Fed Independence, Interest Rate Cuts, and the Importance of Yield

Posted by Michael Parker, CFA on 8/16/19 8:45 AM

The consensus heading into 2019 was that the Federal Reserve’s Open Market Committee would raise the federal funds rate three times this year. Instead, the benchmark lending rate was cut last month for the first time since 2008. Concerns over a global slowdown, trade wars, and yield curve inversion have given the Fed air cover to be “proactive.”

Reading between the lines, however, we find it hard to determine if the rate hike is consistent with the Fed’s mandate of price stability and maximum employment. 

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Topics: Current Events, Asset Management

Venture Capital for Private Investors–Part 2 of 3: Macro Backdrop

Posted by Philip Kessler, JD on 8/9/19 8:45 AM

In Part 1 of our Venture Capital Investing for Private Investors series, we discussed how technology has enabled more investors to harness the growth potential of these companies. Here, we will share some macroeconomic considerations specific to this asset class.

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Topics: Technology & Investing, Asset Management

Dynamic Growth Opportunities Q2 Strategy Update

Posted by Michael Parker, CFA on 7/26/19 8:45 AM

The following is an excerpt from our recently published Dynamic Growth Opportunities (DGO) portfolio update, which is available here to download. 

As a fundamentally-based active equity manager, the core to value delivery for our clients is our continual ability to discern which companies' equity values will be disproportionately rewarded. In the same fashion that we relentlessly scour the investable universe to uncover companies better at adapting to an increasingly dynamic market, we also consistently reflect inwardly to ensure that our investment process remains sufficiently adaptable at uncovering the winners of today, as well as those that will unfold over the next decade and beyond.

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Topics: Asset Management

Strategy Fact Sheets
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Dynamic Growth Opportunities (Sep 2019): Access Here

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Strategic Dividend Growth (Sep 2019): Access Here

Strategy Resources
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Dynamic Growth Opportunities 2Q2019 Update: Access Here

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Strategic Dividend Growth Enhancement (Jun 2019): Access Here

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Dynamic Growth Opportunities 1Q2019 Update: Access Here

Other Research
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Unleashing Asset Allocation Benefits (Mar 2019): Access Here

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4Q2018 Market Update: Access Here

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Volatility in Context (Dec 2018): Access Here

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3Q2018 Market Update: Access Here

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2Q2018 Market Update: Access Here

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Growth Becoming "The Market" (Jul 2018): Access Here

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The Current Opportunity (Apr 2018): Access Here

In the News
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How Technology's Massive Impact on Investing Can Help Shareholders

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The Financial Revolutionist: Investment management's "galling reality."

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FA Magazine: Running Leaner And Meaner With Tech

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