Trustees & Professional Fiduciaries

Economics & Investing General Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

The Adoption of ESG Investment Strategies for Catholic Investors

November 30, 2023by Mark Schumacher0

Part 1 – The Nexus Between ESG Investment Philosophies and Catholic Social Justice Doctrine It’s hard to spend more than ten minutes perusing an investment-related website or news source without coming across at least one article focused on the topic of ESG-based investing (Environmental, Social and Governance). At roughly $20 trillion, depending on the...

Economics & Investing Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

And ultimately, though, there’s so much uncertainty around these things.

October 6, 2023by Mark Schumacher0

And ultimately, though, there’s so much uncertainty around these things. – Federal Reserve Chairman Jerome Powell Financial markets struggled during the third quarter. Resilient economic activity, elevated equity valuations and a re-evaluation of the Federal Reserve’s determination to maintain restrictive monetary policy pushed bond yields up and both stock and bond prices down....

Economics & Investing Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

Sorry to interrupt the festivities Dave, but I think we’ve got a problem.

July 21, 2023by Mark Schumacher0

Sorry to interrupt the festivities Dave, but I think we’ve got a problem. – HAL 9000 (2001: A Space Odyssey) Global equity markets advanced during the second quarter, building on the first quarter’s strength. Investors, clamoring to board the Artificial Intelligence hype train, crowded into a concentrated basket of technology and technology-related stocks,...

Family Wealth, Estate & Legacy Planning Trustees & Professional Fiduciaries

The Necessity of Having a Trust-Level Investment Policy Statement – How the Absence of One Creates Unnecessary Liability for Trustees

May 9, 2023by Mark Schumacher0

I wrote the following article for Trusts and Estates Magazine, which was published in its March issue, and posted on its website. For those without a subscription to the magazine, you can read the article in its entirety here. It’s hard to watch or read the news without seeing another story about the sharp...

Economics & Investing Individuals & Families Private Family Foundations Trustees & Professional Fiduciaries

Our goal is to help Main Street, not Wall Street.

April 7, 2023by Mark Schumacher0

Janet Yellen’s quote is the basis for our first quarter Global Economic and Markets Review, in which we focus on the nexus between Main Street and Wall Street, the divergence between what bond investors seem to expect and what equity investors seem to expect, and why Janet Yellen’s statement is important for both over...

Family Wealth, Estate & Legacy Planning Individuals & Families Trustees & Professional Fiduciaries

Financial Exploitation of Elderly Adults

May 29, 2020by Mark Schumacher0

Earlier this year, we wrote a piece about the large and rapidly growing scourge of elderly financial abuse. And while we were only able to briefly introduce the issue itself, we promised to dive deeper into financial exploitation, financial fraud, and investment fraud in future pieces. In this piece we want to focus on financial...

Family Wealth, Estate & Legacy Planning Individuals & Families Trustees & Professional Fiduciaries

The One Gift Covid-19 IS Giving Us

March 20, 2020by Mark Schumacher0

As our society reluctantly adopts various measures designed to limit the spread of Covid-19, I’ve noticed more articles offering suggestions for how people can adjust to the challenges of social distancing, and in particular, how families can handle the stress of everyone being at home for a prolonged period of time. No doubt, certain aspects...

Family Wealth, Estate & Legacy Planning Individuals & Families Trustees & Professional Fiduciaries

The Shocking Reality of Financial Exploitation and Fraud Against Seniors

January 23, 2020by Mark Schumacher0

Let’s be blunt – there isn’t anything so despicable as abuse and exploitation of our most vulnerable members of society. And while child abuse / exploitation / trafficking is as despicable as it gets, the exploitation and fraud perpetrated on the elderly is just as malicious, in our opinion. And yet, it’s a shockingly common...

Economics & Investing Family Wealth, Estate & Legacy Planning Individuals & Families Trustees & Professional Fiduciaries

Through the eyes of a 10-year-old – The Fed’s Policy of Financial Repression is Suddenly Personal

December 5, 2019by Mark Schumacher0

I’ve written about the deleterious effects the Fed’s interest-rate setting policy is having on savers. Of course, as a saver, I have personal experience with the ramifications. But this weekend, my experience is about to get a whole lot more personal. About a month ago, my 10-year-old son begged me to take him to the...

Family Wealth, Estate & Legacy Planning Individuals & Families Trustees & Professional Fiduciaries

Which is better, giving your children an allowance, or paying them to do chores?

November 1, 2019by Mark Schumacher0

When our clients with young children ask us whether they should be giving their children an allowance or paying them to do chores, our answer is almost always “Yes”. The question is most often posed as an “either/or”, but in fact raising financially literate and capable children is a “both/and” answer. Allowances and payment for...

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The Adoption of ESG Investment Strategies for Catholic Investors

And ultimately, though, there’s so much uncertainty around these things.

Sorry to interrupt the festivities Dave, but I think we’ve got a problem.

The Necessity of Having a Trust-Level Investment Policy Statement – How the Absence of One Creates Unnecessary Liability for Trustees

Our goal is to help Main Street, not Wall Street.

Financial Exploitation of Elderly Adults

The One Gift Covid-19 IS Giving Us

The Shocking Reality of Financial Exploitation and Fraud Against Seniors

Through the eyes of a 10-year-old – The Fed’s Policy of Financial Repression is Suddenly Personal

Which is better, giving your children an allowance, or paying them to do chores?

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