/ TAG Investing and the Economy

Stocks, bonds, mutual funds, exchange traded funds, separate accounts, private equity or hedge funds? Active or passive? Fees or commissions?

“I’m on board! Yes, I’d like a life insurance audit! … But really, what is it, and why do I

Much has been written about the baby boomers and millennials

If you have recently evaluated the performance of the different components of your portfolio, you are probably wondering why you

According to Investment News, over the next 30 years, $30 trillion will be passed down from baby boomers, to Generation

Stocks, bonds, real estate and cash have long been the mainstream investments

Since 2011–12, investment yields have declined dramatically

Financial freedom: It’s the reward for those who have dedicated years of untold work and risk to build a successful

A new year can bring about the best of intentions

Very soon we will be at that point in the year where we make our resolutions for all the things

When investors compare equity investment funds, they are categorized as having a “growth-style” or “value style

Whether you’ve built your wealth as a business owner or successful corporate executive, or are the inheritor and overseer of

As a client, you should be confident that your firm has a compliance program which not only protects your assets, but also your information and privacy.

Nearly everyone is familiar with the underlying rationale behind portfolio rebalancing

New clients frequently come to us expressing worries, probably similar to yours, which relate to building or preserving their wealth

Entertainer Kenny Rogers may have inadvertently come up with one of the best pieces of investment advice ever when he

Building a portfolio is like building a custom home: It entails personalized preferences, tax considerations, risk tolerances, income needs and

Politics and personalities aside, the tax plans of the major party candidates simply differing impacts on high net worth individuals

With over 60 years of combined experience in the markets, we have surely seen a number of trends come and

A recent study by Callan Associates, Inc

For many years, professors of finance have taught their students that the financial markets largely reflect all available and relevant

Over the last two decades, our team has seen many “portfolios

Every so often, the events happening around us seem so unprecedented, it’s an easy leap to assume that the future

Five years ago, I published a piece titled “Animal Spirits,” which addressed the primal aspect of the human psyche that

Sometimes, after presenting Hallmark’s investment strategy to prospective clients, we’ll watch as they sit back, look at us and ask,

Ever wonder how much company stock you should own in your portfolio? As an executive who’s still actively employed, or

After spending much of the past 30 years collaborating to manage client assets, we would like to think that our

Despite this country’s share of recent ups and downs, the United States is still perceived as having one of the

Many acronyms and terms are associated with impact investing, including socially responsible investing (SRI); mission-related investing (MRI); and environmental, social

For over a year now, the industry has been abuzz about the increased allocation to private equity by ultra-high net