In this investment insight, we explore: The financial implications of marriage equality. The link between wealth and confidence. How the LGBT segment is changing the investment world. According to recent estimates, the annual purchasing power of the LGBT community is $917 billion—slightly less than Hispanics ($1.3 trillion) and African Americans ($1.2 trillion), but greater than
This investment insight explores a more refined method of managing and mitigating loss. What is drawdown and why is it a better approach to managing and mitigating loss? How does drawdown-based asset allocation work? What are the ways to implement the drawdown framework? Risk is a central theme in the investment world, a counterweight to
This investment insight explains the origins of digital currency and explores its potential as an asset. Bitcoin was created to provide a new global form of electronic currency as “a peer-to-peer electronic cash system,” with the goal of addressing the lack of trust between counterparties making and receiving payments due to the risk of fraud.