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Investment Commentary
Investment Strategy
Investor Brief

Types of Investment Trades

When you see trading activity in your account, it generally falls into three main types of investment trades: raising or investing cash, rebalancing, and block trading.

Why Your Money Isn’t Available Right After You Sell Stocks

When you need to withdraw cash from your investment account and you’re told the funds aren’t available, it can be a little unsettling, particularly when you know you have more than enough to cover the withdrawal. “What do you mean, the funds aren’t available? I can see them right there!”

A Spending Portfolio: Manage Your Expenses for Greater Happiness

The term portfolio management typically refers to investments and how assets are selected based on one’s time horizon and risk tolerance. This process of selecting the right allocation for your investments is essential for achieving a certain market return over time.

What Is A Mutual Fund Share Class Exchange?

We are always looking for ways to improve the performance of our clients’ portfolios by providing high-quality investments while keeping fees low. All mutual funds and exchange-traded funds charge an expense ratio, which is the cost of operating the fund and includes the manager’s fee, as well as various other operating costs. These expenses are...

Should I Worry About the Banks?

While a full-blown banking crisis is not likely, the recent Silicon Valley Bank failure provides a great opportunity to review your cash management strategy.

Silicon Valley Bank Failure, FDIC and SIPC Insurance

As a follow-up to the developing news on Silicon Valley Bank (SVB), we thought we would share some additional insight around questions we are hearing from clients related to FDIC insurance and the safety of their investment accounts at our custodians.

Silicon Valley Bank: An Unfolding Story

On Friday, Silicon Valley Bank (SVB) was seized by U.S. regulators after there was a run on the bank. This failure of the nation’s 16th largest bank raises several issues we want to address.

Know Thyself – Are You A Trader Or An Investor?

I heard about a study that found people were more likely to vote if you ask them, “are you a voter?” as opposed to, “do you plan on voting?” The way you view yourself matters. If you identify as a voter, then you are more likely to go to the polls or send in your...

What Is Direct Indexing?

You may have heard about direct indexing, as it has become a popular topic in financial circles over the last couple of years.

Tax-Loss Harvesting in a Down Market Cycle

In ranching country, experienced livestock raisers know that periods of drought are inevitable. Not only that, but they know that there are certain things that need to be done during the dry times in order to be able to take maximum advantage of the rains when they begin to fall again in the future. Knowledgeable...

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Investments

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Common Estate Planning Gaps High-Net-Worth Families Should Review

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