AN ALTERNATIVE TO MONEY MARKET FUNDS
AN ALTERNATIVE TO MONEY MARKET FUNDS By Don Ames, Sarasota Family Office Association June is behind us and what a month it was!! Both the S&P 500 and the Nasdaq reached record levels as the bull market continues to run into early July. As of the close of trading on June 30, the Dow Jones […]
KiwiTech
KiwiTech is a one-of-a-kind startup ecosystem based out of NYC (Bryant Park) with presence across the U.S. & globally. The company is presently raising capital for acquisitions and targets an exit via IPO or sale in 2-3 years. Proven Team – The Guptas are sibling entrepreneurs and earlier scaled a tech services business to 5,000 people worldwide. This previous […]
Why Gold?
Why Gold? Robert L. Harwell II | Professional Numismatist When most people today look for investing money in various income and capital assets they think of Stocks, Bonds, Real Estate, and Cash. Each of these assets has a place in a portfolio even if they are looking for income in this portfolio to pay for […]
Client Spotlight – White Buffalo Capital
Client Spotlight – White Buffalo Capital “Our favorite holding period is forever.”– Warren Buffet Since the beginning of time, real estate has been a bedrock for wealth creation and preservation, but it is still an unfamiliar asset class for many investors. There are ways for investors to benefit financially from real estate through real estate […]
Family Offices Increase Allocations to Impact Investments
Family Offices Increase Allocations to Impact Investments Palm Beach, FL – (May 20, 2021) – Family offices continue to show increased interest in impact investments, according to Family Office Networks, a community of 10,000+ global family offices. According to the Global Impact Investing Network, the $715 billion global impact investing market is gaining momentum, driven […]
Client Spotlight: Cambridge Investments: Harnessing the Power of Alternative Energy
Client Spotlight Cambridge Investments: Harnessing the Power of Alternative Energy Founded in 1981 by renowned energy investor John Tozzi, Cambridge Investments has one of the longest performance records in the top 1 percent of all managers since inception. Today, with interest in alternative energy, electric vehicles and related companies at an all-time high, Tozzi’s firm […]
AN ALTERNATIVE TO MONEY MARKET FUNDS
AN ALTERNATIVE TO MONEY MARKET FUNDS By Don Ames, Sarasota Family Office Association April is behind us and what a month it was!! Both the S&P 500 and the Dow Jones Industrial Average reached record levels as the bull market continues to run into early May. As of the close of trading on May 7, […]
Family Offices Expand Hedge Fund Investments
Family Offices Expand Hedge Fund Investments Family Office Networks Survey Reveals 20% Growth is on the Horizon Palm Beach, FL – (May 4, 2021) – Family offices report that they plan to boost their hedge fund investments by 20 percent during 2021 in response to recent volatility, macroeconomic conditions, and the political landscape, a recent […]
What’s in Your Portfolio? D versus ESG
What’s in Your Portfolio? D versus ESG Five years ago, I sat down with the head of Wealth Management at one the largest US banks and askes, “The movement supporting socially responsible, ESG and impact investing – I think it is going to be big one day soon. Millennials and Gen Zers are so passionate […]
Not All ETFs Are Created Equal
Not All ETFs Are Created Equal By Gil Baumgarten, Segment Wealth Management, LLC ETFs have become one of the most popular vehicles for investors, but all ETFs are not created equal; not all ETFs are low-cost, and not all ETFs are particularly liquid. That illiquidity can cause bid/ask spreads that should be part of the cost […]