By Michael Tierney, April 12, 2023 Let's start by looking back at the evolutionary arc of the family office concept in U.S. history, from the 19th century industrial revolution to today's digital revolution. Over that time, we observed the
Blog - Miscellaneous
What is the Morning Note?
As a lifetime student of the market, I consume my fair share of daily market research and opinion. The Morning Note is a curation of the various research outlets I review. I subscribe to three independent research firms: Ned Davis
Do you have a financial blind spot?
Michael Ridgeway, October 4, 2021 The role of a financial advisor is to illuminate the dark corners around a good idea or an investment portfolio in order to expose “blind spots”. These “blind spots” can exist in any organization, and they are
Model Investing
By Michael Tierney, September 27, 2021 Using a mathematical model to guide one’s portfolio investment decisions has a record of success and a gain in popularity that correlates almost perfectly with the growth of the computational capacity we have
Capital Gains in Your Portfolio
By Lauren Sigman and Sean Powers “In this world nothing can be said to be certain, except death and taxes.” Depending on who you are talking to, and the size of their expected tax bill, these words from Ben Franklin leave some with a hard time
