Blog

By Kevin Chambers

On this kick off day for the NCAA March Madness, you may well be thinking of your bracket and watching your team steamroll to the top.  However, there is another team you should also be thinking about: your Estate Planning Team.

By Kevin Chambers

By Kevin Chambers

As part of my MBA program through Willamette University, I spent the first week of January 2017 in China. We visited companies and organizations in Hong Kong, Shenzhen, and Guangzhou. Here are some highlights of my trip.

The Hong Kong Stock Exchange

Client received a new notification message for Quarterly Reports. One more step closer to increased efficiency in our quarterly process! This frees us up for the more important tasks...like taking care of your investments.

As 2016 comes to a close, we want to thank our clients for entrusting us with the management of your investments.  We look forward to serving you in 2017 and the coming years.  Our office will be closed on Monday, January 2nd, 2017, in observance of New Year's Day.  Regular business hours will resume on Tuesday, January 3rd, 2017.

As we enter this holiday season, we hope that you have much for which to be thankful.  We are thankful for all of our clients and for the chance to serve you while doing what we love!

For the week of Thanksgiving, our office hours are as follows:

By Kevin Chambers

By Kevin Chambers

Many of our clients have asked us the same question in the last few months: “What is going to happen to my portfolio with the November election?”

By Kevin Chambers

Many of our clients have asked us the same question in the last few months: “What is going to happen to my portfolio with the November election?”

By Kevin Chambers

This month's Topic Paper evaluates the history, funding sources, and issues surrounding the government-owned funds called Sovereign Wealth Funds (SWF).  Click here to read the complete paper.