Debate: The Upcoming Election: Will the Winner Materially Affect Market Performance in the Near Term? Featuring: Paul Hickey, co-founder of Bespoke Investment Group. 40% of the population will be devastated come November 5th as their (hopefully) voted for president-elect loses. While we emphasize and are saddened by the polarization in our political system, we explore […]
MARKET COMMENTARY: POLITICAL ANGST: A GUIDE TO THE MARKETS GOING INTO ELECTIONS
On November 6, 2024, roughly 40% of the nation will wake up horrified because their preferred candidate lost the election. Interestingly, this time around the nation has actually experienced four years with each candidate. Wall Street would prefer a split ticket, as this
MAXIMIZING ADVISOR ENTERPRISE VALUE
With a significant number of advisors, roughly 37%1, positioned to retire within the next decade, the value of one’s financial practice should be top of mind. For many financial advisors, the success of their personal retirement is closely tied to the value of their financial practice, as they envision financing their retirement through the sale […]
INVESTMENT WARS: HOW DEMOGRAPHICS MAY AFFECT FUTURE INTEREST RATE AND DEBT LEVELS
Debate: How Demographics May Affect Future Interest Rate and Debt Levels Featuring: James Meyers, CFA, Principal and Portfolio Strategist for Prudential Group Investment Management (PGIM) Fixed-Income. We discuss how shifting demographics (i.e. America is getting older!) will affect pretty much everything in our economy inclusive of productivity, tax rates, debt levels and interest rates. When […]
NAVIGATING THE COMPLEX LANDSCAPE OF ALTERNATIVE INVESTMENTS: PART ONE
INSIGHTS FROM ADAM GORLYN Adam Gorlyn is an investment management professional hired by Fountainhead to consult on its alternatives investing approach as we continue to enhance our OCIO services and offerings. Alternative investments provide a myriad of potentially valuable benefits for investors, balanced with a cost of complexity and illiquidity. In a series of articles, […]
MARKET COMMENTARY: THE SLOW AGING OF AMERICA AND ITS IMPACT ON FUTURE GROWTH
Within both our recent commentaries and podcasts, we have focused quite a bit on the expectation and effects of US onshoring of manufacturing, increasing positive disruption from automation and robotics and monitoring the new interest rates and inflation regime