This quarter, we asked Gratus Capital Director of Investments Todd Jones, CAIA®, to summarize the discussions from this quarter’s Investment Committee meeting.

US interest rates have made a noticeable move higher since the end of the third quarter. Is this movement concerning? The recent push higher in long-term US Treasury yields has made us revisit our thesis on the future path of interest rates.

This quarter, we asked Gratus Capital Director of Investments Todd Jones, MBA, CAIA, to weigh in on the current financial environment and critical market trends.

Evidence of many investors giving little thought to the sell decision is starting to show up in stock prices, specifically in the consumer staples sector.

While legendary investors had slightly different philosophies and investing styles, they had one key ingredient in common: discipline.

As you may have heard, the Tax Cuts and Jobs Act of 2017 (the Act) passed by Congress and implemented in 2018 brought about some significant changes to the tax code.

People have many different views on how they will spend their “golden years” once they’ve left the workforce. In our experience working with clients, the best starting point to plan for your future lifestyle is by looking at your current expenses.

You’re wealthy and philanthropically inclined. Instead of writing checks to the causes you support, should you consider establishing a private foundation?

As a high net worth individual, you likely have a team of professionals handling different aspects of your personal finances – attorneys, accountants, insurance advisors, investment advisors, estate planners, financial planners, etc. These professionals all play key roles in your overall financial affairs, but who manages all of them for you? Often, coordinating your financial and legal advisors falls on your shoulders.

You’re wealthy and philanthropically inclined. Instead of writing checks to the causes you support, should you consider establishing a private foundation?