AN ALTERNATIVE TO MONEY MARKET FUNDS By Don Ames, Sarasota Family Office Association April is behind us and what a month it was!! Both the S&P 500 and the Dow Jones Industrial Average reached record levels as the bull market continues to run into early May. As of the close of trading on May 7,...Read More
Presenting: Stage Access, a Streaming Platform for the Arts Exclusive Interview with Founder and CEO Bruce H. Lipnick What inspired you to create Stage Access? Founder and CEO Bruce H. Lipnick’s daughter, Olivia Lipnick, is a professional ballerina. As Mr. Lipnick watched Olivia grow up dancing with world-renowned ballet companies and schools such as School...Read More
Family Offices Increase Investment in Cannabis Sector Palm Beach, FL – (May 6, 2021) – Family Office Networks reported today that U.S. and Canadian family office allocations to the legal cannabis industry increased 20 percent during the first quarter of 2021 and are expected to increase 60 percent by the end of 2021. As this investment trend...Read More
Family Offices Expand Hedge Fund Investments Family Office Networks Survey Reveals 20% Growth is on the Horizon Palm Beach, FL – (May 4, 2021) – Family offices report that they plan to boost their hedge fund investments by 20 percent during 2021 in response to recent volatility, macroeconomic conditions, and the political landscape, a recent...Read More
Democracy Investments Five years ago, I sat down with the head of Wealth Management at one the largest US banks and asked, “The movement supporting socially responsible, ESG and impact investing – I think it is going to be big one day soon. Millennials and Gen Zers are so passionate about having impact. What do...Read More
What’s in Your Portfolio? D versus ESG Five years ago, I sat down with the head of Wealth Management at one the largest US banks and askes, “The movement supporting socially responsible, ESG and impact investing – I think it is going to be big one day soon. Millennials and Gen Zers are so passionate...Read More
Client Spotlight – Cerebri AI Before Covid-19, brands were focused on personalization, but coming out of the pandemic, the key to winning the $500 billion market for customer experience solutions is to provide personalization to your customers in real-time. That means not just providing an offer as the customer is on your website or in...Read More
Family Office Networks Publishes Spring Issue of Its Luxury Lifestyle Magazine Palm Beach, FL – (April 30, 2021) – The Spring Issue of Family Office Networks’ luxury lifestyle magazine debuted this week as the 7th quarterly edition featuring articles such as Cocktail Rings That Inspire Your Favorite Version of Yourself, Family Office Profiles, Luxury Trains,...Read More
Not All ETFs Are Created Equal By Gil Baumgarten, Segment Wealth Management, LLC ETFs have become one of the most popular vehicles for investors, but all ETFs are not created equal; not all ETFs are low-cost, and not all ETFs are particularly liquid. That illiquidity can cause bid/ask spreads that should be part of the cost...Read More
Insurance is a Racket! By Gil Baumgarten, Segment Wealth Management, LLC I know that’s a bit harsh, but the odds of most claims are low, and costs are generally high relative to that risk. I’m also a former life-licensed agent from decades ago, so I’m pretty familiar with the math. Being in the investment business, most...Read More
