Resource Center

FOXCast: Rationalizing the Family Investment Portfolio

September 1, 2023

Daniel Tarlas, Senior Managing Director, was recently interviewed by Peter Moustakerski, Family Office Exchange CEO, for the FOXCast episode. Dan and Peter discuss the importance of implementing a comprehensive investment plan and capturing opportunities to optimize family investment programs.

Are Investors Becoming Complacent?

February 10, 2022

Risk assets have continued their rally in 2021 as investors discount an end to the pandemic and a surge in global economic growth. Valuations across traditional stocks and bonds remain elevated. More complex segments of the financial markets, including crypto-currencies and SPACs are being inflated by speculation and social media momentum. Are investors becoming complacent?

Shorting Education

January 1, 2022

Shorting stocks has been a popular topic in the media recently. In this webcast, ACG explains what it means to short a stock, why someone might want to short and the potential benefits vs risks.

The Election is Over – Or is it?

January 1, 2022

Joe Biden surpassed 270 electoral votes to become President-Elect, but legal proceedings and key Senate races could delay definitive results. A new Biden administration will likely pursue several policy changes relating to taxes, spending, regulations, climate, etc. ACG highlights policy issues most likely to be in focus under the administration and the anticipated impact on markets.

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