Volatility Rules
Dear Investor, Amidst the ongoing volatility, we thought it may be prudent to provide you with an update on our YTD performance. Our Tactical Asset Allocation strategies, relative to the S&P 500, MSCI ACWI have slightly outperformed the equity benchmarks so far in 2020 (as of March 6, 2020 evening). Our typical 2020 YTD returns Read more ➝
Sitting on Significant Capital Gains?
Dear Investor, We were asked by more than a few investors as to what to do with all the significant capital gains due to this long bull market, specifically those owning a disproportionate amount of single company tech stock. And how then to be tax-efficient about this strategy during their lifetime? As always, the answers Read more ➝
2019 Performance
Dear Investor, Our Tactical Asset Allocation strategies, relative to the S&P 500, MSCI ACWI as well as the Credit Suisse Hedge Fund indices underperformed the benchmarks in 2019. Our typical 2019 YTD returns were in the +12-15% range for our GTAA as well as USTAA strategies, while the S&P 500 returned in excess of 31%. Read more ➝