As Director of Investments, Luke is responsible for investment idea generation, portfolio performance monitoring, and leading the Saugatuck Financial Investment Committee. He has his Chartered Financial Analyst™ designation and is a graduate of Cornell University. Saugatuck Financial provides comprehensive financial planning and strategy implementation for high net worth and emerging high net worth individuals, families, businesses and institutions. SF partners with each client to create and implement a tailor-made financial plan integrating risk management, wealth management, tax strategies, estate planning and retirement income distribution planning—all under one roof. SF’s advisors are consistently recognized as among the top advisors within the industry, and their team takes pride in providing world-class strategies and platinum-level service to each client.
As Director of Investments, Luke is responsible for investment idea generation, portfolio performance monitoring, and leading the Saugatuck Financial Investment Committee. He has his Chartered Financial Analyst™ designation and is a graduate of Cornell University.
Saugatuck Financial provides comprehensive financial planning and strategy implementation for high net worth and emerging high net worth individuals, families, businesses and institutions. SF partners with each client to create and implement a tailor-made financial plan integrating risk management, wealth management, tax strategies, estate planning and retirement income distribution planning—all under one roof. SF’s advisors are consistently recognized as among the top advisors within the industry, and their team takes pride in providing world-class strategies and platinum-level service to each client.
Yield Enhancement: Investing Short-Term Cash in T-Bills
Investors holding cash for short-term purposes like taxes or down payments might consider T-Bills for extra yield.
Considerations for Investing Amid “Stagflation”
Regardless of the debate around whether the U.S. is already in a recession, the combination of higher prices and slower growth, termed “stagflation”, should prompt investors to consider potential adjustments.
Should Investors Add Private Credit to Their Fixed Income?
Fixed income has long been the ballast in a diversified portfolio. While its returns have historically been lower than equities, investors benefit from fixed income’s stability and low correlation, relative to equity markets. Over the last 20 years specifically, fixed income exposure helped investors amidst a period of declining and record low interest rates. Following […]
