Research & Market Insights

04.21 2016

Laura Cuber and Venita Zavidny on Business Succession Planning

Laura and Venita recently worked together to write an article for the Houston Business Journal. In this article they address the need for comprehensive planning to successfully transition a family business across generations. Growing up, we probably all remember being coached that discussions involving money, religion, and politics were out of bounds. Even as adults,…

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04.01 2016

First Quarter 2016 Market Commentary

The first quarter was really quite remarkable and included a number of “firsts”: the first instance of negative-yielding 10-year government bonds by a major economy (Japan); the first time in 13 years that WTI oil prices fell back to their 2003 levels (in January, and then again in February); and the worst first ten trading…

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