Month: September 2017

On Watch – September 2017

In this issue:
“A Hedge Fund Primer” by M. Taylor Scott, CFA
“Becoming a non-family director of a family business” by D. Fort Flowers, Jr., CFA
“Putting Legacy 401k Accounts to Good Use” by Andrew B. Smith, JD

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POSTED IN: Investments, On Watch, Planning


Markets – September 2017

Global equity markets edged higher in August, but weak inflation and wage growth, geopolitics and Hurricane Harvey had a dampening effect, causing safe-haven investments such as gold and high-quality bonds to also rally. Listed equities gained less than half a percent, but extended their winning streak to eight months, with performance once again led by…

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POSTED IN: Market Perspectives