April CRU: Growth, Rotation, and a Changing Market “Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. As of the close of trading last Friday, the S&P 500 was essentially unchanged for the year – remarkable performance for a market … 
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March CRU: Why Investors Are Looking at Different Assets “Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. To borrow from Shakespeare, “now is the spring of our discontent …” Another spring, another global crisis with three characteristics that make it particularly … Read
March CRU: Why Investors Are Looking at Different Assets Read More »
“Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. It started in earnest this month. For much of the past year, investors worried about a particular aspect of the future of technology: artificial intelligence (AI) would replace white collar workers and … Read
February TriCord CRU: A New Chapter of AI Is Beginning Read More »
The outcome of a recent lawsuit involving The National Association of Realtors® will go into effect starting on August 17, 2024. The lawsuit was regarding transparency around real estate agent’s commissions. As a general summary, the laws regarding real estate commissions have not changed, but the way in which commissions are communicated and negotiated has … Read
New Real Estate Commission Rules Read More »
Wealth management for business owners encompasses a comprehensive suite of services designed to manage the personal and business finances of entrepreneurs and business proprietors. It involves a holistic approach to financial planning, including investment management, tax planning, estate planning, risk management, and sometimes, succession planning. The aim is to protect, grow, and efficiently transfer wealth … Read
What is Wealth Management for Business Owners? Read More »
As you consider an Estate Plan, make sure to include these core items: Trust: A Trust enables a trustee to hold and oversee assets on behalf of beneficiaries according to the terms set out in the trust document. Trusts are useful for multiple purposes, such as avoiding probate, providing for minor children or family members … Read
5 CORE ELEMENTS OF ANY ESTATE PLAN Read More »
Is inflation up, or down? We dive into inflation and break everything down into an easy to understand manner in this blog. Which direction are we going? The topic is mainstream conversation in the news lately. Economic experts are weighing in and considering various indicators. The predictions are all over the map. Information about economic … Read
INFLATION – UP OR DOWN? Read More »
In this article we hope to empower individuals to set clear financial goals and make informed investment decisions, balancing risk and return, ultimately guiding them towards achieving their financial objectives. Set realistic expectations and build a successful financial future. A target rate of return refers to the expected or desired level of profit or investment … Read
What is a Target Rate of Return and Why Does It Matter? Read More »
Taking the time to thoroughly research and interview potential financial planners based on these factors can help you make an informed decision that aligns with your unique financial objectives and ensures a successful financial future: When selecting a financial planner, it's important to consider various factors to ensure that you find a professional who meets your … Read
What factors should I consider when comparing financial planners? Read More »
