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Today’s changes are tomorrow’s opportunities
We constantly monitor the global investment landscape and deliver our unique perspective directly to you.
Investment solutions designed to meet your specific goals
Individual Investors
Management services for individual investors looking for Separately Managed Accounts or Mutual Funds
Institutional Investors
Customized investment strategies for organizations, including Endowments, Foundations, Defined Benefit Plans, and Pension Plans
Financial Advisors
Investment management services for Financial Advisors and Investment Consultants
Retirement Plan Advisors
Investment management services for Retirement Plan Advisors and Investment Consultants
Investment insights to guide you through today’s financial realities
Prosper, Volume Two
Our Family Wealth Management team is committed to helping people navigate the complexities and uncertainties that exist when preparing financially for their futures.
In Prosper, we address a diverse range of planning challenges to ensure your legacy lives on, including useful information on retirement planning, investing, estate planning, charitable giving, insurance, taxes, and so much more.
Recent Insights
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August 15, 2019
Special Report: China And The Potential For Currency Devaluation
Please note that events are unfolding quickly, for our latest thoughts subscribe to our blog. In this special report, we provide a deep dive in China’s potential for currency devaluation and potential challenges they may face in wielding it as a weapon. We will also give a general overview of … -
August 15, 2019
Market Falls on Recession Fears
Yesterday, the US stock market suffered one of its worst selloffs of the year. The S&P 500 fell 2.9% as investor fears for an upcoming recession intensified. The market decline was sparked by an ominous sign in the bond market. The yield on the 10-year Treasury fell below the yield on the 2- … -
August 12, 2019
The Tourism Trend
As summer continues on, vacation season is in full swing. If you plan on hitting the road (or air, or water) this summer, you’re in good company. The global tourism industry has grown consistently over the past few decades and shows no sign of slowing down. As disposable incomes rise and … -
August 05, 2019
August 2019 Perspective
On July 31, the Fed elected to lower its policy interest rate by 25 basis points (or 0.25%) to a range of 2.00% to 2.25%. This was the first time the Fed has lowered interest rates since the financial crisis began over a decade ago.