Information and education are an essential part of the client experience, and we
are here to provide resources and insights to help keep you advised.
"This year, inflation is averaging an annualized 8.3%, the highest in more than 40 years."
"As the West imposes sanctions on Russia—the world’s number three oil producer and number two natural gas producer—many countries are trying to cope with a sudden decrease in energy supply that has caused energy prices to spike dramatically. Unfortunately, there are no easy answers."
"Transferring wealth during periods of depressed asset values, like coiling a spring, allows for the passing of assets with the potential to expand when the market recovers (as markets have historically always done)."
"Although the current market correction is unsettling for investors, it also presents opportunities for long-term investors who can stay invested and adjust as the cycle changes."
"No matter the asset class, returns will be influenced and impacted by a multitude of factors. Some are within an investor’s control, while many are not. Commercial real estate is no different."
"Stocks, bonds, real estate, and hedge funds all have negative year-to-date returns. Even cash is losing purchasing power with inflation running at 7.9%. So, what is an investor to do?"
"The most significant effect Americans and many Europeans will feel from Russia’s actions are rising energy prices."
"In January, we faced more significant declines in stock market indices. We have witnessed record highs, one after another followed by several weeks of multiple declines as investors focus on the new conditions presented by 2022."
"Delaware has a unique and sophisticated court, the Court of Chancery, specifically created to handle trust matters. The Court has a history of preserving, protecting, and supporting trust terms. "
"...innovation with sustainability as a driving force for financial performance can create real opportunities for investors, whether they are seeking to be values-aligned, profit-motivated, or both. The two concepts are not mutually exclusive. "
"A person who is starting to take more personal financial responsibility should understand how to create a budget, how to evaluate renting versus buying, and how to obtain insurance."
"The American economy is a powerful wealth creator for the patient investor willing to accept the risk and stay invested for the long haul.”