Values-Aligned Investing by Mark Bateman March 9, 2018
The last few weeks have been busy for policy changes by retail stores in the U.S. Walmart, Dick’s Sporting Goods, and Kroger all changed policies regarding their sale of firearms. These announcements offer...
Observations by Lisa Goldberg February 6, 2018
New ground was broken last year when EquBot LLC and ETF Managers Group launched the AI Powered Equity ETF (AIEQ), the first exchange-traded fund powered by artificial intelligence. This fits neatly into the fintech trend, which is guided by...
Active Tax Management by Patrick Geddes January 18, 2018
While the recently enacted Tax Cuts and Jobs Act has appropriately generated a great deal of press coverage and analysis, not as much has been written on its impact on taxable UHNW investors. Many investors and advisors were...
Active Tax Management by Patrick Geddes December 20, 2017
As many of you already know, the tax bill that passed today removed the proposed new rule mandating use of the FIFO (first-in, first-out) method for all asset sales...
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