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Vantage » Country in Focus: European Union

August 15, 2016 | International Markets

There has been an enormous amount of ink and intellectual capital deployed in recent weeks in the wake of the United Kingdom’s (UK) historic referendum decision to leave the European Union (EU). In thinking about what might come next, it is helpful to take a look at the EU’s current state of …

Markets & Economy » Britons Vote in Favor of Brexit

June 24, 2016 | International Markets

Yesterday, citizens of the United Kingdom (UK) collectively voted in favor of leaving the European Union (EU). Now begins the process of negotiating a withdrawal accord and the terms of the UK’s relationship with the political-economic bloc, including 80,000 pages of EU trade agreements. …

Markets & Economy » Digital Trends Driving Opportunity

June 02, 2016 | Investment Themes

The internet has evolved into the primary source of information for all of society and is quickly becoming the foundation for voice, video, and data communications. Not only does the internet provide an alternative means to distribute and repurpose content, but the massive adoption of the …

Markets & Economy » “Go for Growth” Still a Sound Strategy in Today’s Market

May 18, 2016 | Investment Themes

Stocks perceived as mitigating the effects of market volatility were popular among investors in the first quarter. Big swings in equity markets drove a flight to quality that benefitted dividend-paying sectors such as Utilities and Telecommunication Services (which were the two best- …

Markets & Economy » The Rise of Indonesian Consumerism

April 20, 2016 | Emerging Markets

When Joko “Jokowi” Widodo assumed the office of president of Indonesia in October 2014, we were cautiously optimistic that his success as governor of Jakarta would be replicated on a national scale. Yet shortly after taking office, our enthusiasm waned amid political disappointments …

Endowments & Foundations » Webinar: Challenges and Opportunities for Endowments & Foundations in 2016

December 29, 2015 | Investment Themes

Income scarcity in a low interest rate environment and drops in donor retention rates, are two examples of the challenges facing endowments & foundations in 2016. Nicholas Cintineo, Senior Investment Consultant, and James Ebenhoch, Endowment/Foundation Consultant, discuss our investment outlook and …

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Financial Planning » Changing Your State Residency: Tips for NYS Residents

December 14, 2015 | Wealth Management

New York State (NYS) income taxes are among the highest in the country. Furthermore, while NYS estate tax policy has become “friendlier” over the last couple of years, several states have done away with estate taxes completely. As a result, many NYS residents, especially those “snow birds” who …


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