Assest Allocation

The economy has made considerable progress toward our dual-mandate objectives. – Federal Reserve Chairman Jerome Powell The first quarter of 2024 concluded with another solid gain for global equities, driven in part by ongoing U.S. equity market leadership. U.S. equities rose consistently throughout the quarter to record the best start to a year...

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...

The economy has made considerable progress toward our dual-mandate objectives.

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

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Third Day CapitalHow to Contact Us?

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