Research & Market Insights

07.15 2016

Every Ending Has a New Beginning

Today we said farewell to a respected colleague and trusted friend – James Shelton. James served the firm as our Chief Investment Officer from October 2007 until today. While we will miss him, we appreciate his leadership during the last 9 years and his thoughtfully executed departure. As we had come to expect from James,…

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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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03.30 2016

Mercer Advisors and Kanaly Trust Merge to Create One of the Largest Independent Wealth Managers in the United States

Client-Centric Approaches and Highly Complementary Platforms Provide Additional Scale That Will Facilitate Superior Tools for Clients SANTA BARBARA, Calif. and HOUSTON, March 28, 2016 /PRNewswire/ — Mercer Advisors and Kanaly Trust, two leading wealth management firms, today announced that they have reached a definitive agreement to merge. Upon the merger completion, the combined company will…

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03.07 2016

Impact of Healthcare Underestimated by Many Advisors

By Emily Brower Auchard The high cost of healthcare in the U.S. takes up an increasingly large portion of consumers’ financial resources, with health spending in the U.S. reaching $3.1 trillion—or nearly $10,000 per person per year, according to the Centers for Medicaid and Medicare Services. Even with long-term disability and health insurance, consumers who get…

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03.07 2016

Qualified Charitable Contributions (QCDs) Made Permanent

By Laura Rowley Individuals who have attained age 70 ½ can make contributions to a charity directly from an IRA after Congress approved the 2016 Appropriations Act on December 2015. The ability to make such contributions was potentially available each year but was subject to annual review and approval. With the passage of the 2016 Appropriations…

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01.21 2016

Thoughts From Our Chief Investment Officer

We will be holding our quarterly investment strategy webinar next Thursday, but let me provide a few thoughts on the difficult start to the new year for risk assets. Through Wednesday, the S&P 500 is down 9% so far in January, and most major equity indexes are trading below the lows reached in August 2015. …

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11.10 2015

Coming Changes to Social Security

On November 2nd, the President signed the Bipartisan Budget Bill of 2015. This is especially noteworthy, and not simply because a government shutdown has been avoided. This law contains an important provision that will eliminate strategies which some individuals may have been planning in order to maximize their Social Security income. Prior to this new…

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