A Look at the Proposed Tax Legislation

Posted by on Dec 14, 2017 in Articles

Pitcairn Update, December 14, 2017 – There have been a multitude of articles, discussions, and opinions about the House and Senate tax overhaul bills. Until now, we have not weighed in on the various proposals due to the high level of uncertainty about what may be included in the final bill. But this week there appears to be significant movement within the conference committee which leads us to believe that tax reform is very close to becoming a reality. With that in mind, we sat down with our Director of Tax, Matthew R. Hilbert, CPA/PFS for a brief Q&A.

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The Fundamental Elements of Wealth Momentum™

Posted by on Dec 7, 2017 in Articles

December 7, 2017 – For wealthy families, smart investment management matters. But to maintain wealth over generations, it’s not the only thing that matters. Achieving Wealth Momentum™ – The positive interplay of both family and financial dynamics – requires a foucs on three key components that all successful families recognize: Innovation, Integration, and Communication. Research shows that htese fundamental elements allow families to successfully pass on their wealth to the next generation.

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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.

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