Articles
This Holiday Season…
We are honoring our friends and clients with a unique investment. As you know, we are passionate about building and preserving capital. We know that capital well invested can be a powerful force for good. So this holiday season, we’re making an investment in your
NY Times features Alison Comstock Moss
In the NY Times article “Focusing on the Human Element of Estate Planning,” Alison Comstock Moss of Paul Comstock Partners details the benefits of purposeful estate planning. Read the full article here.
Sundown of a Theory
David Stockman, President Reagan’s former budget director, wrote an impassioned editorial in the New York Times this past Sunday essentially predicting financial death for the United States. While the points about the sluggish recovery from the financial crisis of 2008 are essentially correct, Mr. Stockman
Tax Update
The American Taxpayer Relief Act of 2012 was a politically attractive compromise for both parties that addressed the income tax most on voters’ minds but delayed for two months the more difficult issue of the budget cuts outlined in the Budget Control Act of 2011.
Family Philanthropy – A Thanksgiving Project
Parents and grandparents have expressed to us the difficultly they face in starting a conversation about philanthropy with their children. When is it a good time to talk to our kids about it? Where do we start? How do we explain it? We suggest a
Post 2012 Election
The 2012 election re-elected President Obama and did not significantly alter the composition of Congress. Republicans still control the House while the Democrats retain control of the Senate. This leaves the same actors to negotiate a way to get the budget deficit under control while
Average Hedge Fund Manager Returns
In January this year Simon Lack published a book entitled The Hedge Fund Mirage: The Illusion of Big Money and Why it’s Too Good to be True. The book makes the not unreasonable claim that the popularity of hedge funds, which began in the early
The Role of Real Estate in Portfolios
Paul Comstock was published in the August issue of Trust & Estates magazine as he examines the often misunderstood investment class of Real Estate. Investing in real estate is often thought as an “alternative” to the generally utilized asset classes like stock and bonds. However,