When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth. Take stress testing, for example. Stress testing is a process that carefully examines your current wealth planning strategies to assess the likelihood […]
A resurgence of new Coronavirus cases around the country has created uncertainty in the markets. Stock markets fell last week, not because of the virus, but because markets fear another round of economy-killing, government-mandated lockdowns. We don’t expect that to happen, but when the government is involved, risks are definitely […]
The attachment illustrates why we do not panic when others do…a historic perspective and experience is in hand and what you can reasonably expect for the future performance has been studied before and is illustrated in this attachment. Standing by if I can be of any assistance.
The note below is what I shared today with a Client and want to share with you too… This is no doubt a uncomfortable situation. At 360 Family Office we have a investment philosophy aligned with Dimensional Fund Advisors. That philosophy is built by Nobel Prize winners as well as […]
Dimensional Funds never ceases to reach for excellence. This article illuminates that they are thinking ahead and that their execution of a global business model is in another element of the Dimensional advantage. Standing by if I can be of any assistance.
Good Morning 360° Family Office Members and Friends and Happy Thursday! We hope everyone is happy and healthy! A friend sent me this note today and I really appreciated it and wanted to share it with you… We know that working from home and practicing social distancing may have its challenges. Luckily companies […]
The greatest threat facing the United States is China’s rapid advance in trying to dominate the 5G market and control the next generation of internet, the “Industrial Internet.” 5 years ago China launched its “Made in China 2025” plan which has hundreds of billions of dollars in backing from the […]
More and more families are double-checking their wealth plans to determine whether those plans are really up to the tasks assigned to them. But to get real value from stress tests, it’s important to work with the right people. Click here to read the report.
What a fascinating illustration of how market diversification works and our confidence grows. Since 2000 the markets offering a higher expected return have provided just that 13 of the 16 periods. It also describes significant performance by large US stocks being the most recent and the only Indeed in 3 […]
I recently was asked to comment on a note that asked me how to plan for a 2020 stock market retreat. My answer was – who told you that was happening?