Morning Memo
 
Wealth Management Morning Memo

JULY 3, 2024

$10B Good Life Opens Orlando Headquarters

The new location will be opened by the end of this year, and will house Good Life Founder and CEO Conor Delaney.

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WHITE PAPER

Bonds Take Center Stage - Short-term Bonds May Dominate Cash in the Next Phase of Monetary Policy

Investors should consider the reinvestment risk inherent in cash.

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Investment

Fiscal Policy and the Post-Covid Boom

The U.S. has a major spending problem which neither political party seems willing to address.

FULL ARTICLE

Investment

11 Investment Must Reads This Week

Several asset managers have withdrawn from the Climate Action 100+ group, a coalition of more than 700 institutional investors focused on cutting greenhouse gas emissions, reports FundFire. BlackRock’s deal to acquire Preqin could lead to building indexes and ETFs based on private markets. These are among the investment must reads we found this week for wealth advisors.

FULL ARTICLE

WMTV ON LOCATION

Facing the Challenges of Succession and Mergers

Proxy's Bryan Caulkins sees more to succession and mergers than just account transfers, paperwork and compliance.

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Opinion

Hedge Funds Are Just Too Big to Beat the Market

If hedge funds don’t acknowledge their capacity constraints, investors will eventually do it for them.

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