Category: Whitepapers

Don’t Sweat the Small Stuff: The Hidden Opportunities in International Small Companies and Small Countries

While having exposure to international equities is a well-documented benefit to an investor’s total asset allocation, the underlying composition of an international equity portfolio is often overlooked and under-diversified. As a result, investors may be limiting their opportunity [...]

By |2019-07-15T15:11:04+00:00June 16th, 2015|Whitepapers|Comments Off on Don’t Sweat the Small Stuff: The Hidden Opportunities in International Small Companies and Small Countries

Fiduciary Best Practices for an Individual Trustee

Agreeing to act as trustee is a major responsibility. Attorneys, accountants, and other trusted advisors are being asked with increasing frequency to serve as trustees for their clients’ trusts. Changes in technology, trust laws, and client preferences are driving [...]

By |2019-07-15T14:43:28+00:00June 5th, 2015|Whitepapers|Comments Off on Fiduciary Best Practices for an Individual Trustee

Investing in Bond Funds: What’s in Your Bond Fund?

Investors who rely primarily on duration in choosing a bond fund may inadvertently introduce extension risk to their bond portfolio. Extension risk occurs when the low duration assigned to a portfolio’s callable bonds “extends” to their respective maturities due [...]

By |2019-07-15T15:20:36+00:00March 5th, 2015|Whitepapers|Comments Off on Investing in Bond Funds: What’s in Your Bond Fund?