There are times in life when operating behind the scenes is valuable and after doing that while producing results in a wide variety of verticals we are excited to break out and share more about what’s next.  In particular, the trends we’re seeing when it comes to...

Running a family office is a full time endeavor dealing with all facets of what will continue to produce success in the future, and having the resources that show you what’s around the next turn can end up being worth their weight in gold. This post hits on the key...

We are living in a world where risks come from all angles and managing/mitigating risks is important across all facets of a business, especially when it comes to hedge funds. This post touches on the surface of hedge fund risk management and 3 things to look for when...

There’s a lot of mystery around the S&P 500 and what the metrics really mean, and this post is focused on shedding more light on the topic, including whether the S&P 500 is overvalued now and where things are headed in the future.  The S&P 500, being...

As a consulting firm that guides family offices and other financial institutions around the world, some of the questions we often get are related to diversifying portfolios and the value of investing in real estate. This blog post touches a little more on that. ...

There are a multitude of reasons why Wall Street has become an ever-increasing presence in the investment and operation of single family rental properties with some institutional investors now owning thousands of homes across the country. For Wall Street and the...

As a consulting and market research firm that provides insights to a wide variety of institutional investors in the financial space, we thought it would be helpful to touch on the bottoming process of stocks, especially as it relates to navigating the market in the...

It all started in 2006 on a rainy day in the basement of a historical colonial home in Smithtown, New York, a township in Suffolk County Long Island. At the time I was living in Brooklyn, NY and commuting to Long Island daily to see patients. Being in a different...

When looking at the ideal time to buy or sell stocks, the investor must consider the asymmetric reward/risk relationship of each opportunity. This post touches on understanding asymmetric risk and reward in the stock market. Essentially, the concept is around...

Identifying exceptional managerial ability is far from a scientific process with there being few objective and reliable tests of managerial competence, and the disciplined investor must resist the urge to invest in enterprises run by self-serving managers and...