When does a family need its own investment approach?
A model portfolio stops working when a family has entities, trusts and a tax position that no model can see. That is usually the moment to build one.
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Colony Market Update
Most broad asset categories have produced positive returns thus far in 2021, with the exception of high-quality bonds that suffered amid a rise in interest rates at the start of the year. Real assets, including energy-related investments and commodities, have been among the top-performers. Within equities, US large cap stocks have continued to provide market […]
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Despite a few bouts of volatility, risk assets are broadly higher thus far in 2019. Yet, bond yields have plunged, signaling a weak economic outlook and expectations of further central bank easing. To be sure, the global expansion has decelerated and become more uneven, but our base case macro assumption does not call for a further, […]
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As you are likely aware, volatility has continued in October and we’ve seen some dramatic price swings. Equity markets experienced another steep selloff yesterday as selling pressure increased late in the day. For example, the S&P 500 Index declined 3.1% and erased its year-to-date gain. As we’ve discussed in the past, it’s always hard to […]
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Global equity markets experienced a significant selloff yesterday. For example, the S&P 500 Index declined -3.3% on Wednesday, the largest daily decline since February 8, 2018. All sectors in the S&P 500 slumped Wednesday, with technology stocks down nearly 5%. It was also the fifth consecutive session of declines and longest losing streak in nearly two […]
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Equity markets have been lackluster of late and volatility has spiked over the last couple of days. The S&P 500 Index has declined about -4.5% over the last two trading sessions (Thursday and Friday), erasing it’s year-to-date gain. As of today’s close (3/23/18), the broad global equity market is now down about -3% so far […]
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In light of last night’s election results, we are reaching out with some brief commentary. Obviously we aren’t political commentators and only scratching the surface here, but in an effort to be helpful, we wanted to share our initial takeaways. The conventional wisdom among political pundits and pollsters was just plain wrong, again. The election […]
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