You Might Be An Emerging Manager If… Jan16

Posted by & filed under Hedge Fund Assets, White Papers/ Thought Pieces.

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To help everyone out a little bit, I thought I’d use my 11+ years in the emerging and diverse manager space to create a handy-dandy checklist to determine whether or not a fund may be emerging. After all, it seemed like a great project for a winter weekend when 0.5 inches of snow has me pinned inside the house like the Southerner I am

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Tax Reform – Stocks Soar Higher! Jan5

Posted by & filed under Investing, Regulatory, White Papers/ Thought Pieces.


In case you haven’t heard, last week President Trump signed into law an historic overhaul of the US tax code. Significantly, the new tax code reduces the federal corporate income tax rate from 35% to 20%! Tax reform the most significant game changer for the American economy in more than 30 years. It will be the catalyst that drives stock prices higher, perhaps much higher, in 2018. Here’s why

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Bitcoin – What You Need to Know Dec15

Posted by & filed under Blockchain/Cryptocurrencies, White Papers/ Thought Pieces.


Bitcoin, a stateless digital currency, continues to captivate global investors. While it has some similarities to gold, it has captured the imagination of investors as nothing we have experienced in years. Over the last several weeks, bitcoin has climbed from $7,000 to $8,000 and now has even eclipsed $19,000 per coin. It doubled in value since mid-October 2017 and doubled again over the last couple of weeks. In 2017 to date, its value has soared from $982 to well over +1,600%. It took 1,230 days for it to eclipse $1,000 and another 1,269 days to eclipse $2,000. It took 16 days to move from $7,000 to $8,000 and only 7 days to move past $9,000 for the first time. Now it is moving well over $1,000 on a daily basis

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