2009 began with the worst two-month start in S&P 500 history, but by the end of the year a rally led largely by high-beta, low-quality stocks, helped the S&P 500 recover about half of its total bear market loss. While… read more
Palm Beach Post (Florida) By: Stacey Singer, Palm Beach Post Staff Writer The health care overhaul that became law last week reaches beyond regulation of the insurance industry and upends almost 30 years of trickle-down economic… read more
The prevailing winds for fixed income investments are shifting. Ever decreasing interest rates over the last three decades were a tailwind for rising bond prices, providing comfort to bond investors who saw the values of… read more
Chicago, IL, June 1, 2010 – James (Jim) Raaf, former Managing Director at Harris myCFO, will join WTAS as Managing Director in the Chicago office on June 1, 2010. Raaf has more than 29 years of experience in tax and… read more
The past 10 years reminded investors of just how volatile markets can behave. The decade witnessed two drops in the S&P 500 in excess of 40%, corporate bonds severely underperforming government bonds in 2008 before strongly… read more
Over the past few years, nonprofit and charitable organizations faced a multitude of economic challenges. Endowments and foundations were hit hard by an economic downturn not seen since the 1930s. A decrease in donations… read more
As previously discussed in our July 2010 newsletter article, the Dodd-Frank Wall Street Reform and Consumer Protection Act requires managers of large hedge funds, private equity funds, and multi-family offices to register… read more
May 16, 2011 — The Investment Management Consultants Association (IMCA) will hold their annual conference dedicated to world-class education for the advanced investment consulting and wealth management professional.… read more
As the overall economy showed signs of improvement in the fourth quarter of 2010 and into 2011, the municipal bond market continued to struggle. An increase in mutual fund redemptions that drove prices lower was caused in… read more
Investors are closely reevaluating their portfolios following a global credit crisis and currently facing the headwinds of increasing sovereign credit risk, rising inflation, and escalating worldwide fiscal deficits. As investors… read more