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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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  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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  ANGELES' PROPRIETARY CAPITAL MARKET ASSUMPTIONS 01-01-2019

  Each year our capital market assumptions undergo a rigorous review process, because a robust modeling framework plays a vital role in the formulation ...

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  BOOK WRAP 12-31-2018

  Time for my semi-annual book perspective. I read a lot of books, but truthfully, most of them I move through pretty quickly. In the non-fiction world, ...

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  BREATHE 12-20-2018

  Twenty-five hundred years, Siddhartha Gautama practiced a form of meditation that involved controlled breathing. Much later, about 700 years ago, this ...

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  3RD QUARTER 2018 - DE SCHUILPLAATS 10-15-2018

  Willem ten Boom, after years of apprenticeship as a watchmaker, opened his own store in Haarlem in 1837. His son, Casper, also became a watchmaker, ...

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  BENEFITS OF OUTSOURCED CHIEF INVESTMENT OFFICE (OCIO) 09-07-2018

  Better governance. Greater accountability. Increased scale. For institutional investors with constrained resources, outsourced investment management ...

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  TALKIN' TURKEY 08-14-2018

  The expression comes from Colonial America, but its exact origins are unclear, and its meaning seems to have changed over the years. Originally it was ...

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  NOT BEACH READING 07-06-2018

  I love the beach. And I read a lot. I like reading on the beach, but I am not a fan of beach reading. Beach reading is generally defined as light, ...

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  EVERYBODY OUT'TA THE POOL 05-15-2018

  Markets work through the forces of demand and supply. This axiom applies to all markets, from housing to marriage (as Gary Becker famously noted), and ...

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  1ST QUARTER 2018 - HAPPINESS 04-06-2018

  Herodotus tells of the travels of Solon, the great Athenian lawgiver and jurist, who set out to travel the known world. Solon comes to Lydia and is ...

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  IMPORTANCE OF BACK OFFICE SUPPORT 04-02-2018

  A well-resourced OCIO combines experience with scalable technology to streamline cash flow management, portfolio rebalancing, and trade execution, ...

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