Director of Investments Todd Jones, MBA, CAIA®, weighs in on the current financial environment, critical market trends, and looks ahead to the third quarter of 2019.

Director of Investments Todd Jones, MBA, CAIA®, weighs in on the current financial environment and critical market trends.

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

Gratus Private Markets Portfolio Manager Patrick Nolan, MBA, CAIA® uses sports analogies to explain how GPM investments are well-positioned for both good and bad economic cycles.

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.

Here are a few cybersecurity travel tips you should include on your vacation checklist to safeguard personal information and stay cyber safe this summer.

There are a number of factors that affect when you should begin your benefits, and the answer varies from person to person. Let’s start with the basics.

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?