Pitcairn Update, November 2017 – While smart beta is the hot trend investors are flocking to, many are doing so without a complete understanding of what they’re getting into. That’s never a good thing. Before we dispel three of the most common myths about smart beta investing, there are some fundamental elements of smart beta that everyone should understand.
October 30, 2017 – Vacation homes and other shared properties present a unique challenge for families looking to successfully transition the home from one generation to the next. While a structure may transfer ownership, what it does not do is create a comprehensive framework for how family members will use and share the property. It’s only a starting point. Pitcairn is proud to offer this discussion guide as a resource to help families open a dialogue and create a plan for the family vacation home.
Pitcairn Update, September 2017 – On September 7, 2017, Equifax announced a massive data security breach that exposed vital personal identification data – including names, addresses, birth dates, and Social Security numbers – possibly affecting as many as 143 million consumers, roughly 55% of Americans age 18 and older. The following provides answers to questions you may have and offers specific steps you can take to monitor your personal information.
Pitcairn Update, August 2017 – With just a few words, the world’s most effective and successful brands can sum up not just what they do, but how and why they do it with a succinct mission statement.
As part of the annual Family Wealth & Investment Forum, Pitcairn hosted a roundtable discussion of several leading entrepreneurial thinkers. (Video)
In the midst of what feels like monumental global change, Pitcairn hosted its annual Family Wealth & Investment Forum on November 13-14, 2016. Central to the Forum’s content was an investment roundtable led by Chief Investment Officer Rick Pitcairn.