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Our CEO, Alison Comstock Moss, was quoted in the NY Times and thought you might be interested in reading the article: https://www.nytimes.com/2019/11/06/your-money/financial-talk-family.html Paul Sullivan at

Stock market declines tend to trigger discussions of hedging by clients and in the financial press.  Often the media presents hedging as a viable way

On September 21, the largest reorganization of GICS Industry Sector classification will take place. GICS – the Global Industry Classification Standard – is a joint

Paraphrasing from the classic Frank Zappa quote about Jazz, it has been a tough year for cryptocurrencies.  Bitcoin has shed over two thirds of its

Yesterday, August 2, Energy Transfer Partners (ETP) announced an expected consolidation with its general partner, Energy Transfer Equity (ETE). Energy Transfer was the largest remaining

While the record flows of investor capital into index funds and ETFs provided good returns during the bull market of the past few years, we

In the NY Times article “Getting Married? Forget Sweet Nothings; Let’s Talk About Money,” Alison Comstock Moss of Paul Comstock Partners stresses the importance of

The Federal Energy Regulatory Committee (FERC) provided another hit to already exhausted MLP investors with its announcement Thursday that it would remove tax allowances from

Only when the tide goes out do you discover who’s been swimming naked. – Warren Buffett Over the past few quarters, we have expressed concern

The current tax reform looks to provide a near-term boost to the US economy. A family earning the median household income of $59,000 per year