Blog Archives

Cornonavirus Update

We interrupt our series on ESG to bring you perspectives on the virus overtaking our news, the markets and our lives. Following is a compendium of what we know: Scientists are working on vaccines and treatments feverishly, but there is … Continue reading

ESG Series: Part I

The latest trend in investing is ESG. ESG stands for Environmental, Social and Governance. About 25% of every investing dollar these days is going to ESG strategies. More than just a version of socially responsible investing, ESG is a broader … Continue reading

How Bad Can it Get?

The stock market has declined over 10% due to fears over the economic impacts of Covid 19, aka the new coronavirus. While that number isn’t such a severe reaction – we were down 20% just as recently as the fourth … Continue reading

What Usually Happens to the Markets During an Epidemic?

So one thing to remember is that we don’t have that many historical opportunities to study, as we try to answer this question. Incidents include SARS, Ebola, Zika, and bird flu. Each of these produced a temporary decline in stocks … Continue reading

How to Choose a Personal Representative

We recently worked with a client who asked us how she should choose her personal representative. The PR carries out instructions in a will. (An executor is for all intents and purposes identical to a PR.) We realized that this … Continue reading