Insights
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Market Commentary: Can Labor Stay “Soft” Given Onshoring and Demographic Trends?
October 9, 2025From the Desk of Our CIOConcerned with recent signs of “labor softness,” the Federal Reserve lowered its benchmark interest rate for the first time since...
Investment Wars: Direct Lending and the Evolution of Private Credit
October 3, 2025PodcastsDebate: Direct Lending and the Evolution of Private Credit Featuring: Alona Gornick, Managing Director & Senior Investment Strategist at Churchill...
Market Commentary: Fed Goals in Conflict
September 12, 2025From the Desk of Our CIOEvery year since 1978, the Federal Reserve Bank of Kansas City has hosted an Economic Symposium at the end of...
Deep Thought Commentary: Amazing Innovation, Macro Policy and Psychology!
August 11, 2025From the Desk of Our CIOAs long-term investors, we are rooted in both insight and nuance, bringing clarity and depth to long-term trends—not knee-jerk reactions.
Investment Wars: Interest Rates and Economic Distortions
July 16, 2025PodcastsDebate: Interest Rates and Economic Distortions Featuring: Paul Musson, Former Senior Portfolio Manager at McKinsey & Author of Capital Offence...
Market Commentary: Will Increased Capital Expenditures Spur Market Growth?
July 11, 2025From the Desk of Our CIOWhen the GW Bridge first opened in October 1931 — eight months ahead of schedule and under budget at a...
Investment Wars: Trade Imbalance – Is Reindustrialization the Key to U.S. Economic Resilience?
June 9, 2025PodcastsDebate: Trade Imbalance – Is Reindustrialization the Key to U.S. Economic Resilience? Featuring: Eli Horton, Senior Portfolio Manager & Investment...
Market Commentary: Debt, Dollars, and Potential Delusions
June 6, 2025From the Desk of Our CIO“In God We Trust” is emblazoned on the back of our currency. Dollars and debt are, at their core, a...
Investment Wars: Energy Infrastructure – Will It Double in the Next Decade?
May 16, 2025PodcastsDebate: Energy Infrastructure – Will It Double in the Next Decade? Featuring: Robert Thummel, Senior Portfolio Manager & Investment Committee...
Market Commentary: America’s Trade Imbalance
May 8, 2025From the Desk of Our CIOIn the mid to late 1700’s, Britain became tea obsessed. The East India Company began importing tea from China, paying...
Investment Wars: How to Measure and Navigate Market Uncertainty
April 28, 2025PodcastsDebate: How to Measure and Navigate Market Uncertainty Featuring: Professor Nick Bloom is the William Eberle Professor of Economics at...
Market Commentary: Uncertainty – A Canadian Lumber Case Study
April 4, 2025From the Desk of Our CIOThe US construction industry primarily relies on softwood lumber for building construction. Roughly 70% of this lumber is grown and...
Market Update: 4.3.25
April 3, 2025From the Desk of Our CIOLast night, President Trump invoked emergency powers to announce new global tariffs. The policy sets a minimum tariff of 10%...
Investment Wars: How Do I Select the “Right” ETF?
April 1, 2025PodcastsDebate: How Do I Select the “Right” ETF? Featuring: Adam Patti is the Co-founder and CEO of Vistashares, An ETF...
Market Commentary: The Repositioning of the US Empire
March 10, 2025From the Desk of Our CIOIn our commentaries we consistently wax poetic about America’s dominant global position. In our December 2020 commentary, "Is Our Empire...
Investment Wars: LA Fires – The Complexities of Insurance
February 24, 2025PodcastsDebate: LA Fires - The Complexities of Insurance Featuring: Jerry Theodorou is the Director of the Finance, Insurance, and Trade...
Market Commentary: AI and Valuations
February 7, 2025From the Desk of Our CIOAt Fountainhead, we actively integrate artificial intelligence (AI) into our operations. I consistently use it to edit correspondence, and we...
Investment Wars: Innovation Episode – the Future of AI
February 5, 2025PodcastsDebate: Innovation Episode - The Future of AI Featuring: Tejas Dessai is a Director of Thematic Research at Global X....
Market Commentary: How Future Innovations Will Drive Wealth
January 10, 2025From the Desk of Our CIOHappy New Year! The first successful cross-country road trip was taken by Dr. H. Nelson Jackson with his chauffeur, Sewall...
Investment Wars: Will the Fed Cut Rates in 2025?
December 23, 2024PodcastsDebate: Will the Fed Cut Rates in 2025? Featuring: JoAnne Bianco is a Partner and Senior Investment Strategist at BondBloxx....
Market Commentary: The Economy and Inflation in a Second Trump Term
December 9, 2024From the Desk of Our CIOThe US was, by many measures, the most powerful “empire” in history post-WWII. The US used their unparalleled global position...
Investment Wars: Are We Entering A New Golden Age Of Us Manufacturing?
November 25, 2024PodcastsDebate: Are We Entering a New Golden Age of US Manufacturing? Featuring: Chris Semenuk is a fund manager at Tema...
Market Commentary: Broad Strokes on the US – China Relationship
November 8, 2024From the Desk of Our CIOI had the privilege of hearing a wonderful speaker recently who indirectly touched on a cornerstone of America’s fierce individuality.
Podcasts
Investment Wars: Direct Lending and the Evolution of Private Credit
October 3, 2025PodcastsDebate: Direct Lending and the Evolution of Private Credit Featuring: Alona Gornick, Managing Director & Senior Investment Strategist at Churchill
Investment Wars: Interest Rates and Economic Distortions
July 16, 2025PodcastsDebate: Interest Rates and Economic Distortions Featuring: Paul Musson, Former Senior Portfolio Manager at McKinsey & Author of Capital Offence
Investment Wars: Trade Imbalance – Is Reindustrialization the Key to U.S. Economic Resilience?
June 9, 2025PodcastsDebate: Trade Imbalance – Is Reindustrialization the Key to U.S. Economic Resilience? Featuring: Eli Horton, Senior Portfolio Manager & Investment
Investment Wars: Energy Infrastructure – Will It Double in the Next Decade?
May 16, 2025PodcastsDebate: Energy Infrastructure – Will It Double in the Next Decade? Featuring: Robert Thummel, Senior Portfolio Manager & Investment Committee
Investment Wars: How to Measure and Navigate Market Uncertainty
April 28, 2025PodcastsDebate: How to Measure and Navigate Market Uncertainty Featuring: Professor Nick Bloom is the William Eberle Professor of Economics at
Investment Wars: How Do I Select the “Right” ETF?
April 1, 2025PodcastsDebate: How Do I Select the “Right” ETF? Featuring: Adam Patti is the Co-founder and CEO of Vistashares, An ETF
Investment Wars: LA Fires – The Complexities of Insurance
February 24, 2025PodcastsDebate: LA Fires - The Complexities of Insurance Featuring: Jerry Theodorou is the Director of the Finance, Insurance, and Trade
Investment Wars: Innovation Episode – the Future of AI
February 5, 2025PodcastsDebate: Innovation Episode - The Future of AI Featuring: Tejas Dessai is a Director of Thematic Research at Global X.
Investment Wars: Will the Fed Cut Rates in 2025?
December 23, 2024PodcastsDebate: Will the Fed Cut Rates in 2025? Featuring: JoAnne Bianco is a Partner and Senior Investment Strategist at BondBloxx.
Investment Wars: Are We Entering A New Golden Age Of Us Manufacturing?
November 25, 2024PodcastsDebate: Are We Entering a New Golden Age of US Manufacturing? Featuring: Chris Semenuk is a fund manager at Tema
Investment Wars: Should We Invest in China?
October 25, 2024PodcastsDebate: Should We Invest in China? Featuring: Brendan Ahern, the Chief Investment Officer at Kraneshares. He is a preeminent expert
Investment Wars: Why Are Interest Rates Now Declining?
October 7, 2024PodcastsDebate: Why Are Interest Rates Now Declining? Featuring: Lara Rhame, the Chief U.S. Economist and Managing Director on the Investment
Investment Wars: What Will Jobs Look Like In 2040?
September 4, 2024PodcastsDebate: What Will Jobs Look Like in 2040? Featuring: Stephanie Aliaga, a Global Market Strategist with JP Morgan Asset Management
Investment Wars: New Jersey! Is Nj A Bellwether For What Lies Ahead For The Us In A Complex And Changing World?
July 2, 2024PodcastsDebate: NEW JERSEY! Is NJ a Bellwether for What Lies Ahead for the US in a Complex and Changing World?
Investment Wars: The Upcoming Election: Will The Winner Materially Affect Market Performance In The Near Term?
June 12, 2024PodcastsDebate: The Upcoming Election: Will the Winner Materially Affect Market Performance in the Near Term? Featuring: Paul Hickey, co-founder of
Investment Wars: How Demographics May Affect Future Interest Rate And Debt Levels
May 17, 2024PodcastsDebate: How Demographics May Affect Future Interest Rate and Debt Levels Featuring: James Meyers, CFA, Principal and Portfolio Strategist for
Investment Wars: Will The Crypto Ecosystem Disrupt Both Fiat Currency And Digital Technologies?
April 16, 2024PodcastsDebate: Will the Crypto Ecosystem Disrupt Both Fiat Currency and Digital Technologies? Featuring: David LaValle, Senior Managing Director and Global
Investment Wars: Will The Fed Really Cut Rates Three Times This Year?
April 5, 2024PodcastsDebate: Will the Fed Really Cut Rates Three Times this Year? Featuring: Michael Shaoul, Chairman, Portfolio Manager and CEO of
Investment Wars: Do Recent Disruptions In The Real Estate Sector Create Opportunity In 2024?
March 19, 2024PodcastsDebate: Do Recent Disruptions in the Real Estate Sector Create Opportunity in 2024? Featuring: Lauren Hochfelder, Co-Chief Executive Officer of
Investment Wars: Will Robots Take Over The World?!
February 8, 2024PodcastsDebate: Will Robots Take over the World?! Featuring: Zeno Mercer, an expert on Robotics with VettaFi RoboGlobal Indexes. Zeno is
Investment Wars: How Strong Is The Trend Towards Reshoring Of Manufacturing?
January 16, 2024PodcastsDebate: How Strong Is the Trend Towards Reshoring of Manufacturing? Featuring: Chris Semenuk, Investment Partner with Tema ETFs. Is the
Investment Wars: An Insider View Of Disruption Within The Auto Industry
December 20, 2023PodcastsSpecial Episode: An Insider View of Disruption within the Auto Industry Featuring: Dr. Philip Koehn, who has over two decades
Investment Wars: Is Commercial Real Estate A Risk Or Opportunity?
December 6, 2023PodcastsDebate: Is Commercial Real Estate a Risk or Opportunity? Featuring: Burl East, Portfolio Manager and Chief Executive Officer of American
Investment Wars: Will The Us Have A Deep Recession?
November 8, 2023PodcastsDebate: "Will the US Have a Deep Recession?" Featuring: Victoria Vogel, CFA, Senior Vice President and Product Specialist for Fixed
Investment Wars: Will The Us Have A Shallow Recession?
October 18, 2023PodcastsDebate: "Will the US Have a Shallow Recession?" Featuring: Jack Janasiewicz, CFA, Portfolio Manager and Lead Portfolio Strategist for Natixis
Investment Wars: China In Transition – Will The Chinese Consumer And Capital Spend Driven Innovation Propel China Forward?
September 26, 2023PodcastsDebate: "China in Transition: Will the Chinese Consumer and Capital Spend Driven Innovation Propel China Forward?" Featuring: Malcolm Dorson, Head
Investment Wars: China, Innovation And Yield Curve Teaser
September 13, 2023PodcastsAfter a breather taken during August we are excited about the upcoming podcasts we plan to publish discussing how the
Investment Wars: How Do Higher Rates Affect The Economy And Market?
August 9, 2023PodcastsDebate: "How Do Higher Rates Affect the Economy and Market?" Featuring: Bob Grunewald, CEO & Founder of Flat Rock Global,
Investment Wars: The Resilience Of The 60/40 Portfolio
July 19, 2023PodcastsDebate: "The Resilience of the 60/40 Portfolio" Featuring Chris Tidmore, Senior Manager for the Vanguard Investment Advisory Research Center. The
Investment Wars: Will We Have A Hard Landing?
June 21, 2023PodcastsDebate: “Will We Have a Hard Landing?” Featuring Matthew Miskin, Co-Chief Investment Strategist at John Hancock Investment Management. We have
Investment Wars: Us Debt Levels Are Too High
June 7, 2023PodcastsDebate: “US Debt Levels are Too High” Featuring Matt Orton, Head of Advisory Solutions and Market Strategy at Raymond James
Investment Wars: Future Of Jobs
May 17, 2023PodcastsDebate: “Wage Inflation Will Increase for the Foreseeable Future Due to a Tight Supply of Workers” Featuring Jeremie Capron, Director
Investment Wars: Demographics – Aging Of Us / Developed Markets Will Cause Deflation
April 24, 2023PodcastsDebate: “Aging of the US Population Will Cause Deflation” Featuring Brian LoDestro, Senior Portfolio Strategist at PGIM Fixed Income, and
Investment Wars: Debate On Inflation
March 30, 2023PodcastsIntroducing...Investment Wars! Our inaugural episode features Meera Pandit, Executive Director, Global Market Strategist at J.P. Morgan Asset Management & Lara
How Do Cognitive Biases Lead To Investment Mistakes?
October 22, 2021PodcastsFeaturing Dr. Brooke Struck, Research Director at The Decision Lab.
Advisor Coaching Call With Michael Silver
September 21, 2021PodcastsFor this first installment of our monthly coaching call with Michael Silver, we will be discussing Value Proposition & your
Marketing Ideas For Financial Advisors
June 29, 2021PodcastsWhere to next? The road to recovery has begun...how are you rethinking your marketing and investment strategy? For many Advisors, marketing activities
Declining Productivity?
April 26, 2021PodcastsFeaturing Dr. Jessica Hirsh Weiss, Co-founder & Director, Grand Central Psychology
From the Desk of Our CIO
Market Commentary: Can Labor Stay “Soft” Given Onshoring and Demographic Trends?
October 9, 2025From the Desk of Our CIOConcerned with recent signs of “labor softness,” the Federal Reserve lowered its benchmark interest rate for the first time since
Market Commentary: Fed Goals in Conflict
September 12, 2025From the Desk of Our CIOEvery year since 1978, the Federal Reserve Bank of Kansas City has hosted an Economic Symposium at the end of
Deep Thought Commentary: Amazing Innovation, Macro Policy and Psychology!
August 11, 2025From the Desk of Our CIOAs long-term investors, we are rooted in both insight and nuance, bringing clarity and depth to long-term trends—not knee-jerk reactions.
Market Commentary: Will Increased Capital Expenditures Spur Market Growth?
July 11, 2025From the Desk of Our CIOWhen the GW Bridge first opened in October 1931 — eight months ahead of schedule and under budget at a
Market Commentary: Debt, Dollars, and Potential Delusions
June 6, 2025From the Desk of Our CIO“In God We Trust” is emblazoned on the back of our currency. Dollars and debt are, at their core, a
Market Commentary: America’s Trade Imbalance
May 8, 2025From the Desk of Our CIOIn the mid to late 1700’s, Britain became tea obsessed. The East India Company began importing tea from China, paying
Market Commentary: Uncertainty – A Canadian Lumber Case Study
April 4, 2025From the Desk of Our CIOThe US construction industry primarily relies on softwood lumber for building construction. Roughly 70% of this lumber is grown and
Market Update: 4.3.25
April 3, 2025From the Desk of Our CIOLast night, President Trump invoked emergency powers to announce new global tariffs. The policy sets a minimum tariff of 10%
Market Commentary: The Repositioning of the US Empire
March 10, 2025From the Desk of Our CIOIn our commentaries we consistently wax poetic about America’s dominant global position. In our December 2020 commentary, "Is Our Empire
Market Commentary: AI and Valuations
February 7, 2025From the Desk of Our CIOAt Fountainhead, we actively integrate artificial intelligence (AI) into our operations. I consistently use it to edit correspondence, and we
Market Commentary: How Future Innovations Will Drive Wealth
January 10, 2025From the Desk of Our CIOHappy New Year! The first successful cross-country road trip was taken by Dr. H. Nelson Jackson with his chauffeur, Sewall
Market Commentary: The Economy and Inflation in a Second Trump Term
December 9, 2024From the Desk of Our CIOThe US was, by many measures, the most powerful “empire” in history post-WWII. The US used their unparalleled global position
Market Commentary: Broad Strokes on the US – China Relationship
November 8, 2024From the Desk of Our CIOI had the privilege of hearing a wonderful speaker recently who indirectly touched on a cornerstone of America’s fierce individuality.
Market Commentary: The Fed “Eases” – Where Do We Go From Here?
October 9, 2024From the Desk of Our CIOIn mid-September, the Federal Reserve Board (“Fed”) began an easing cycle, lowering the Federal Fund rate by 0.50%.1 The move
Market Commentary: The Current And Future State Of Our Job Market
September 6, 2024From the Desk of Our CIOOur economy is heavily consumer driven. According to the World Bank, consumer expenditures account for 68% of our Gross Domestic
Deep Thought Commentary: Innovation + World Peace
August 7, 2024From the Desk of Our CIOAugust is traditionally a vacation month in America, a time when families travel together to enjoy new experiences and bring
Market Update: 8.6.24
August 6, 2024From the Desk of Our CIOUS markets (i.e., S&P 500) experienced their worst sell-off in roughly two years amid a global market sell-off. It is
Market Commentary: Fun With Finance
July 11, 2024From the Desk of Our CIOInnovation is a theme we speak about a lot at Fountainhead. It is not merely exciting given new discoveries and
Public Service Announcement: Exit Your I Bonds!
June 18, 2024From the Desk of Our CIOIn November 2021, the market became aware of a way to capture enhanced, risk-free returns through a little-known government program
Market Commentary: Political Angst: A Guide To The Markets Going Into Elections
June 7, 2024From the Desk of Our CIOOn November 6, 2024, roughly 40% of the nation will wake up horrified because their preferred candidate lost the election.
Maximizing Advisor Enterprise Value
May 25, 2024From the Desk of Our CIOWith a significant number of advisors, roughly 37%1, positioned to retire within the next decade, the value of one’s financial
Market Commentary: The Slow Aging Of America And Its Impact On Future Growth
May 2, 2024From the Desk of Our CIOWithin both our recent commentaries and podcasts, we have focused quite a bit on the expectation and effects of US
Market Commentary: The Effects Of Onshoring On The Us And Its Consumers
April 8, 2024From the Desk of Our CIOWe are a consumer-led economy. And boy, do we do a good job consuming! As of 2022, the United States
Market Commentary: Global Tremors: Optimism And Concerns
March 8, 2024From the Desk of Our CIOOn a recent international trip, I watched Golda and All the President’s Men, two movies based on historical events that
Market Commentary: Value, Trust, Bitcoin & Human Ingenuity
February 5, 2024From the Desk of Our CIOI remember visiting my uncle’s house in the early ‘90s and watching with fascination as my cousin, 15 years younger,
Market Commentary: Inflation: Local And Global Factors – What Is In Store For 2024
January 5, 2024From the Desk of Our CIOMongol Empire Khagan-Emperor Kublai Kahn wanted to be more like his dad and grandpa, Genghis Khan, spurring on wars that
Market Commentary: Globalization, War, And Inflation
December 11, 2023From the Desk of Our CIOThere has always been “international” trade of physical goods, knowledge, and concepts. Just two famous examples are the great library
Market Commentary: Recessionary Winds
November 6, 2023From the Desk of Our CIOThe job of the Federal Reserve (“Fed”) is to maintain a healthy and stable economy and financial system. Generally speaking,
Market Commentary: Expensive Housing And Potential Consequences
October 6, 2023From the Desk of Our CIOThe average purchase of a residential dwelling in the US consists of 20% down and 80% in loans[1], typically taken
Market Commentary: What Is Going On In China?
September 8, 2023From the Desk of Our CIOThe China – US relationship used to be quite simple: China produced anything and everything we wanted, cheaply and well-made.
Market Commentary: How Is The Consumer Doing And Implications For The Economy
August 7, 2023From the Desk of Our CIOAs the consumer goes, so goes the economy. A lot of attention has been justifiably spent on inflation, corporate health,
Market Commentary: Inverted Yield Curve: Business Affects And Recessionary Record
July 10, 2023From the Desk of Our CIOEver wonder how a yield on a loan is determined? Let’s say my neighbor thinks he has the best business
Market Commentary: Are Us Debt Levels Too High?
June 5, 2023From the Desk of Our CIOThe United States has thankfully diverted a default by raising our debt limit. Our national debt stood at $31.4 trillion,
Market Commentary: De-Dollarization, Debt Defaults And Other Difficulties
May 8, 2023From the Desk of Our CIOA new world order was established with the conclusion of World War II (“WW II”), with America firmly set as
Market Commentary: Bank Runs – More To Come Or Disaster Averted?
April 12, 2023From the Desk of Our CIOIn one of the largest heists in history, Sir Francis Drake circumnavigated South America in the late 1570s and stole
Market Commentary: Are Bond Yields Finally Getting Interesting? A Historical Perspective
March 7, 2023From the Desk of Our CIOWhen Paul Volcker took over as Fed Chair on August 6, 1979, he meant business. Two months later Mr. Volcker
Market Commentary: Silly Predictions, Reasonable Trends And Short-Term Risks
February 2, 2023From the Desk of Our CIOMoore’s Law was actually a prediction, not a law as we tend to think of them. The long-term prediction was
Market Commentary: How Yields Affect Literally Everything
January 17, 2023From the Desk of Our CIOOne of the prevailing investment themes of 2022 was rising interest rates, and their impact on financial markets. To put
Market Commentary: The Complexities Of Innovation: Ftx Vs. Quantum Computing
December 5, 2022From the Desk of Our CIOThe spectacular descent of once prominent companies can surely grab media headlines and investor attention. Fraudulent blowups like Theranos and
Market Commentary: Cpi – Same Data Through Three Different Lenses
November 7, 2022From the Desk of Our CIOOur analyst team was on a call recently where a well-respected (to us) manager thought inflation would remain heightened because
Market Commentary: Making Sense Of Inflation, Fed Tightening, And Geopolitics
October 5, 2022From the Desk of Our CIOThe Fed is attempting to knock down inflation – and there are signs that it is beginning to work –
Market Commentary: The Longer-Term Rhythm And Consequences Of Globalization
September 7, 2022From the Desk of Our CIOGlobalization as we know it seemed to have hit its peak around a decade ago. Global trade as a percentage
Market Commentary: Why (And How) Are Gas Prices Down?
August 8, 2022From the Desk of Our CIOOn June 14, the national average for regular unleaded gas was $5.016 per gallon. As of August 1, the average
Market Commentary: Mental Gymnastics
July 18, 2022From the Desk of Our CIOThe mind is a powerful thing. We have heard the saying, we know it to be true, and we can
Mid-Month Market Commentary: A Three-Day 10%+ Drop… A U.S. Bear Market… Where Are We Now?
June 17, 2022From the Desk of Our CIOA surprise European Central Bank interest rate hike followed by a “bad” print on a closely watched inflation gauge created
Market Commentary: How Long Will We Feel Covid Reverberations?
June 6, 2022From the Desk of Our CIOThrow a pebble in a still lake and you create a ripple. As one moves further from the center, the
Market Commentary: ‘40S Or ‘70S – What’S The Better Comparison?
May 6, 2022From the Desk of Our CIOIt was late 1940, some of the darkest days of the war for Great Britain. The Luftwaffe was indiscriminately bombing
Market Commentary: Inflation, Invasion, Innovation!
April 16, 2022From the Desk of Our CIOIn Smokey and the Bandit, Burt Reynolds wins a challenge by illegally taking alcohol over state lines in a big
Market Commentary: Financial Implications Of The Russian Invasion Of Ukraine
March 4, 2022From the Desk of Our CIOFirst, our hearts go out to the 40 million plus citizens of Ukraine. It is impossible to imagine or feel
Market Commentary: Readjusting The Lens In Looking Past Current Market Headwinds
February 4, 2022From the Desk of Our CIOThe market has become quite complicated lately, with several negative events coming to the forefront of investors’ focus, muddling the
Market Commentary: Where Are We Going? Disruption, Upheaval, Innovation!
January 14, 2022From the Desk of Our CIOA front-line chicken processing plant job is among the less desirable positions available. One must stand all day on an
Market Commentary: Supply Chain Traffic Snarl Explained
December 3, 2021From the Desk of Our CIOThe global supply chain has been built over the course of the last few decades to maximize profit through providing
Market Commentary: Making Sense Of China: Buy Or Sell?
November 5, 2021From the Desk of Our CIOAlibaba (BABA), a Chinese company primarily focused on e-commerce, is frequently compared to Amazon (AMZN), an American company with a
Advisor Coaching Call With Michael Silver
October 29, 2021From the Desk of Our CIOFor this Advisor Coaching Call we will be discussing how to Segment Your Book to SCALE Your Business.
Market Commentary: Recognizing And Combatting Biases In Investing
October 15, 2021From the Desk of Our CIOTrue story: A father and son are caught stealing a TV. There is no question they did it. The father
Market Commentary: Jobs – All-Time High Job Openings Vs All-Time Low Job Participation: What Gives?
September 3, 2021From the Desk of Our CIOSerfdom in Europe was destroyed by the Plague. It was destroyed because there were too few serfs to do the
Market Commentary: What Delta Means For The Market
August 6, 2021From the Desk of Our CIONew cases of Covid have unfortunately increased over the last few weeks as the Delta variant has become the dominant
Market Commentary: How Do Markets Really Work?
July 15, 2021From the Desk of Our CIOIt’s always a bit scary when going onto one of those travel sites, like Expedia, with the goal of booking
Prospect Or Die
July 8, 2021From the Desk of Our CIO“If you’re not prospecting, you’re dying.” While a bit bold, that one liner mentioned in a recent Fountainhead sponsored webinar
Market Commentary: Timing The Top
May 12, 2021From the Desk of Our CIOIn one of our first Explorations we had shared the following chart which illustrates that, at least historically, the longer
Market Commentary: Declining Productivity?
April 28, 2021From the Desk of Our CIOHow exactly is productivity defined and why has it been so lackluster as of late?
Market Commentary: Exuberance? Mania? Our Takes On Gamestop, Dogecoin & Spacs
February 1, 2021From the Desk of Our CIOThe first thing one learns in Economics is the Supply & Demand curve. It is so simple yet so powerful
Market Commentary: The Us Treasury -Federal Reserve Connection & Associated Implications
January 1, 2021From the Desk of Our CIOJanet Yellen has made history. She is now the only person to serve as both the head of the Federal
Market Commentary: Is Our Empire Crumbling?
December 15, 2020From the Desk of Our CIOImmediately following the end of World War II, the US dominated as no empire had in the history of empires.
Market Commentary: Social Changes, Low Yields &The Effects On Growth Stocks
November 1, 2020From the Desk of Our CIOThank God for technology. My children can attend school, socialize with friends, and waste away their days watching an infinite
Market Commentary: Money! Wealth’S Greatest Creation
October 9, 2020From the Desk of Our CIOMoney is a human convention. Populations need to be convinced one way or another that currency has value.
Market Commentary: Covid Timeline And Implications
October 1, 2020From the Desk of Our CIOThe good news is that 2020 is almost over. The bad news is that calendars are a human convention and
Market Commentary: Is The Us Money Good?
August 26, 2020From the Desk of Our CIOAmerica shut down for business rather quickly once it was evident that COVID was on our shores.
Market Commentary: Tesla –Opportunity Or Bubble?
August 1, 2020From the Desk of Our CIOTesla is a hot name for good reason. They are changing the world and hopefully for the better. They are
Market Commentary: Market Risk Due Elections (Delay/Fraud Accusactions) Material
July 1, 2020From the Desk of Our CIOOver the last 10 days of July, President Trump warned 6 times that the election would be inaccurate and fraudulent
Market Commentary: Are We Sweden? Continued Covid = Election Risk
May 1, 2020From the Desk of Our CIOAfter a ho-hum start, 2020 is turning out to be a historical year. Possibly one talked about for a long
Market Commentary: Covid-19 (Coronavirus): Current And Future Implications
April 1, 2020From the Desk of Our CIOCOVID-19 (Coronavirus): Current and Future Implication
Market Commentary: Is The Public Health And Economic Policy Response Adequate?
April 1, 2020From the Desk of Our CIODring up Avenue of the Americas there is no traffic, almost no people beyond sporadic groups waiting on food lines
Covid-19 (Coronavirus) Update
February 25, 2020From the Desk of Our CIOOn Monday, February 24, world markets took a large one day hit due to fears that COVID-19 would become a
Market Commentary: Company Valuations In Context To Covid-19
February 1, 2020From the Desk of Our CIOHaving issued a COVID-19 Update just last week and with everyone in the world laser-focused on the spread and immediate
Market Commentary: Longer Term Effects Of The Virus And How Far We Have Come
January 1, 2020From the Desk of Our CIOWill the Coronavirus have the ability to trigger a global economic slowdown resulting in a dip in financial markets?
Press Releases
Fountainhead Asset Management Launches Dynamic Rebalancing Feature
May 8, 2023Press ReleasesThis cutting-edge capability is customizable to meet each client’s specific investment objectives and risk tolerance.
Fountainhead Asset Management Partners With Nyfty Wealth
April 27, 2023Press ReleasesFountainhead Asset Management (“FAM”) is excited to announce a new partnership with Nyfty Wealth (“Nyfty”).
Fountainhead Asset Management Partners With Valor Investments & Planning
December 21, 2022Press ReleasesValor Investments & Planning (“Valor”) has combined forces with Fountainhead Asset Management (“FAM”).
Fam Announces Keri Kutakoff As Chief Operating Officer
April 25, 2022Press ReleasesFountainhead is pleased to announce Keri Kutakoff has been appointed to fulfill the new role of Chief Operating Officer (COO)
Fountainhead Asset Management Partners With Augulis Financial Firm
February 18, 2022Press ReleasesFountainhead Asset Management (“FAM”) is proud to welcome Augulis Financial Firm, LLC (“Augulis”) to its platform.
Advisor Insights
Navigating The Complex Landscape Of Alternative Investments: Part Three
August 21, 2024Advisor InsightsINSIGHTS FROM ADAM GORLYN Adam Gorlyn is an investment management professional hired by Fountainhead to consult on its alternatives investing
Navigating The Complex Landscape Of Alternative Investments: Part Two
June 26, 2024Advisor InsightsINSIGHTS FROM ADAM GORLYN Adam Gorlyn is an investment management professional hired by Fountainhead to consult on its alternatives investing
Navigating The Complex Landscape Of Alternative Investments: Part One
May 14, 2024Advisor InsightsINSIGHTS FROM ADAM GORLYN Adam Gorlyn is an investment management professional hired by Fountainhead to consult on its alternatives investing
Empowering Financial Planners: How An Ocio Enhances An Ria’S Value Proposition
November 30, 2023Advisor InsightsRegistered Investment Advisor (RIA) firms whose primary value proposition is providing comprehensive financial planning services have an opportunity to significantly
Advantages Of Hiring An Ocio Over An In-House Cio: Elevating Investment Management For Rias
October 30, 2023Advisor InsightsAs a Registered Investment Advisor (RIA) firm begins to build and grow, one of the many significant decisions they face
The Downsides Of An Ria Managing Their Own Portfolios
October 4, 2023Advisor InsightsWhat RIAs are Risking by Self-Managing Client Portfolios As a Registered Investment Advisor (RIA), providing investment management of client portfolios
Leveraging Strategic Partnerships To Bolster Your Ria Business
September 12, 2023Advisor InsightsAs a Registered Investment Advisor (RIA), delivering exceptional financial advice and services to your clients is paramount. However, growing and
Embracing Outsourcing: A Transparent Conversation With Your Clients
August 8, 2023Advisor InsightsAs a financial advisor, your primary goal is to provide the best possible service to your clients, ensuring their financial
A Strategic Approach To Tax Optimization
July 5, 2023Advisor InsightsTaxes are typically a client’s largest or second largest expense. In response to this fact, it is imperative that financial
A Better Approach To Rebalancing
June 9, 2023Advisor InsightsRebalancing is a cornerstone of the wealth management industry. It allows advisors to manage risk, capitalize on market opportunities, and
A Deep Dive Into The World Of Outsourced Chief Investment Officers
April 25, 2023Advisor InsightsHOW PARTNERING WITH AN OCIO ALLOWS ADVISORS TO BETTER SERVE TODAY’S HIGH NET WORTH INVESTORS The concept of using an
How Does An Ocio Compare To A Tamp?
April 6, 2023Advisor InsightsCOMPARING OCIOS VS. TAMPS The marketplace for outsourced investment solutions can be a very confusing place. In an industry that
Ria Practices: What’S Your Alternative?
February 28, 2023Advisor Insights3 STRATEGIES FOR RIA PRACTICES TO DIFFERENTIATE AND WIN MORE CLIENTS IN 2023 While there is a rise in demand
What’S Your Move For 2023?
January 27, 2023Advisor Insights3 Signs It’s Time to Become an Independent RIA As we kick off a new year, many financial advisors take
When Do Advisors Breakaway To Become Independent?
November 18, 2022Advisor InsightsAS THE RIA MODEL CONTINUES TO GROW, HOW DO ADVISORS DETERMINE WHEN TO BECOME INDEPENDENT? Over 90% of advisors who
The Ria Path To Independence
October 10, 2022Advisor InsightsFOR ADVISORS WHO HAVE CHOSEN TO MOVE TOWARDS INDEPENDENCE, NOW WHAT? RIA firms represent the fastest growing category in the
Today’S Financial Advisor Spectrum Of Independence: Advantages Of Registered Investment Advisors (Rias)
September 15, 2022Advisor InsightsWHY FINANCIAL ADVISORS ARE TRANSITIONING TO RIAS The wealth management industry has evolved dramatically since its inception over 40 years
Self-Assess To Success! Part Ii: Do It Or Delegate It Within Your Financial Advisory Practice?
August 17, 2022Advisor InsightsWhen Financial Advisory Practices Should Outsource or Hire As discussed in Self-Assess to Success! Part I: You Can't Manage What
Self-Assess To Success! Part I: You Can’T Manage What You Don’T Measure*
July 19, 2022Advisor InsightsSuccessful Financial Advisors Self-Assess to Grow Their Practice At some point in your career as an independent financial advisor, you
The Modern Advisory Practice: If You Build It, Will They Come?
June 12, 2022Advisor InsightsLearning from Modern Advisory Practices of Dreams “If you build it, he will come.” The famous quote from the 1989
Will Market Volatility Lead To An Advisory Practice Recession?
May 23, 2022Advisor InsightsUnderstanding the Impact of Market Volatility In November 2020, a Business Insider headline read, “The stock market will surge 26%
