Dispelling Three Myths about Smart Beta Investing

Posted by on Nov 3, 2017 in Articles, Investment Commentary

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.

Read More

Family Vacation Home Succession Planning: A Discussion Guide

Posted by on Oct 30, 2017 in Articles

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.

Read More

The Equifax Data Breach

Posted by on Sep 14, 2017 in Articles

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.

Read More