Erin Itkoe, Senior Wealth Counselor When our kids go to college, we spend countless hours evaluating their housing options. Shouldn’t we do the same for ourselves as we age? A key component of long-term retirement planning is addressing current and future housing...
Brandon Yee, Research Analyst In response to an evolving catastrophe bond market, Stone Ridge Asset Management recently closed the Stone Ridge Reinsurance Risk Premium Fund (SREIX) and the Stone Ridge High Yield Reinsurance Risk Premium Fund (SHRIX) to new...
Versant Capital Management examines the scenarios. Tom Connelly Mitch Barr Alice: Would you tell me, please, which way I ought to go from here? The Cheshire Cat: That depends a good deal on where you want to get to. Alice: I don’t much care where....
By Mitchell Barr, Client Associate The ancient Greeks practiced polytheism, meaning they believed multiple deities controlled the fate of the world. However, they were not content to accept the will of the gods as it presented itself. They were constantly seeking to...
By Mitchell Barr, Client Associate The Estate Tax is one of the largest concerns for wealthy families and individuals in the United States. The tax has been in place since 1916, marking 100 years of the “death tax” as we know it today. Currently, the federal...
Liz Shabaker, Principal & COO Last month I attended the Schwab Impact Conference in San Diego, an invitation-only industry conference, where advisors came together with influential presenters, exhibitors and subject-matter experts to learn about and...
