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  MEMENTO MORI 04-26-2020

  The Romans had a tradition that, following a military victory, the triumphant general was paraded through the city in a four horse-drawn chariot to ...

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  PLANNING IDEAS & CARES ACT INFORMATION 04-21-2020

  We have been inspired by everyone who is working tirelessly to suppress the spread of the global Coronavirus (COVID-19) epidemic. We understand that ...

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  WHAT'S DOWN WITH OIL? 04-15-2020

  I have always found that most things in life can be explained by basic economics. Well, some things, for sure. The most basic (THE most basic) concept ...

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  (NOT YET) BEACH READING 04-14-2020

  It's not quite beach weather yet, but as we are all locked in our houses waiting out this virus, we may have found a little more time for ...

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  1ST QUARTER 2020 - LA PESTE 04-08-2020

  Bernard Rieux was a young physician in 1947, a surgeon, newly married and living in a comfortable apartment in the center of the city, close to the ...

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  PUT DOWN THE GUN 02-25-2020

  Tombstone, Arizona is a small town of around 1300 folks along the Mexican border. In 1881, it swelled with more than 7,000 men seeking their silver ...

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  FROM THE KENTUCKY COAL MINES TO THE CALIFORNIA SUN 01-14-2020

  Rupp Arena is one of the iconic venues for college basketball in the country. It is named for Adolph Rupp, the legendary coach of the University of ...

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  4TH QUARTER 2019 - UNA ROSA BLANCA 01-09-2020

  How do you misplace a 5-ton, 18-foot tall statue? Residents of New York City may shrug when told it was in the care of the City Parks Department (as ...

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  THE CHANGING LANDSCAPE AND GROWING IMPORTANCE OF PRIVATE EQUITY 01-07-2020

  Allocations to private equity have been increasing in most of our client portfolios over the past decade, reflecting the growing opportunity set and ...

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  FIRESIDE READING 12-18-2019

  To sit near a warm fire in a comfortable chair on a cold night is one of life's pleasures that I hope you will be able to treasure over the holidays. ...

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  YEAR END NEWSLETTER 12-02-2019

  As year-end approaches, we would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2019 and ...

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  3RD QUARTER 2019 - RED SCARE 11-06-2019

  November 11, 1918 marked the end of the Great War, and Americans celebrated with parties and parades across the country. Hardly had the ticker-tape ...

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  BALANCE 10-29-2019

  October 1987 was a memorable month for me. It began with the 5.9 magnitude Whittier Narrows quake that rocked my downtown building (like all tall ...

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  NO WINNERS 08-07-2019

  Berry Gordy, the legendary founder of Motown Records, had a genius for spotting talent and creating stars: Mary Wells, Diana Ross and Gladys Knight; ...

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  MORE (NOT NECESSARILY) BEACH READING 07-29-2019

  For many people, the beach is an escape, and they want their beach books to transport them to worlds of fantasy. Coming up with a recommended beach ...

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  2ND QUARTER 2019 - SUSTAIN 07-02-2019

  Sustain reflects on business, family and how investors can effect positive change. ...

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  BRING HOME THE BACON 05-16-2019

  Bacon sure is popular. McDonald's, which probably has the best pulse on Americans' culinary tastes, introduced Cheesy Bacon Fries for a few ...

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  1ST QUARTER 2019 - IN THE DUST 04-16-2019

  One of the most popular writers of the 20th century was born, and died, in Manhattan. Kansas, and New York, that is, respectively. Damon Runyon was ...

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  THE IMPORTANCE OF INVESTMENT ACCESS AND DIVERSIFICATION 04-15-2019

  The investment and wealth management landscapes are ever evolving, and complexity has only increased over the years. In todays world, high net worth ...

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  INVERSION 04-12-2019

  Say "inversion" to a Californian, and the most likely word association is "layer." It's our topography that causes this phenomenon, ...

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  ANGELES RESPONSIBLE INVESTING POLICY 03-08-2019

  Angeles believes that effective portfolio management requires the integration of responsible investing practices into all aspects of the research ...

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  TRUTH AND CONSEQUENCES 03-03-2019

  Archaeological evidence suggests that, for thousands of years, the people who inhabited the Great Plains of North America, stretching from present-day ...

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  ONLY THE LONELY 02-04-2019

  My first impression when flying into Mexico City a few weeks ago was its vastness. From the air, the city seems to stretch forever. The Valley of ...

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  4TH QUARTER 2018 - STUMBLE 01-10-2019

  Finland is a small country of around 5 Â million people, about the population of the state of Minnesota. The country has produced one notable ...

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