Format: Blogs

Raison d’etre

Yesterday's French primary election left global investors feeling better about the future. The two lead vote getters, Marine Le Pen and Emmanuel Macron, will run-off against one another on May 7. Because they represented the “expected” outcome, markets are unwinding their reduction in risk. As a[...]

MORE

Family to Family: A Growing Investment Model – Part Three: Long-term Focus

This is the final part of a three part series by Robert Holton, exploring how the family to family investment model is working in the greater Milwaukee community. A number of high profile investments in family-owned businesses last year were notable because the investors were other family groups. We[...]

MORE

Strategic Patience

Last week, Vice President Mike Pence used the phrase “strategic patience” to describe the U.S.'s former foreign policy toward North Korea. These words may also reflect the way investors need to think about geopolitical events and their investments. Geopolitics While global politics are alw[...]

MORE

Family to Family: A Growing Investment Model – Part Two: Sharing Values

This is the second part of a three part series by Robert Holton, exploring how the family to family investment model is working in the greater Milwaukee community. A number of high profile investments in family-owned businesses last year were notable because the investors were other family groups. W[...]

MORE

April Showers

If you live in my hometown, Milwaukee, you know that the last two weeks have been difficult because of the weather. While winter was mild, spring has been typical, which means no sun, a lot of rain and temperatures in the 40s. The forecast for the next three days is more of the same. We get through [...]

MORE

Family to Family: A Growing Investment Model – Part One: Making Connections

This is the first part of a three part series by Robert Holton, exploring how the family to family investment model is working in the greater Milwaukee community.   Business headlines across the globe have announced a number of high profile investments in family-owned businesses last year. In Eu[...]

MORE

Stocks and the Freedom Caucus

With the removal of the health care bill from the House floor on Friday, Speaker Paul Ryan acknowledged that the system of governing has gotten more complex. In his press conference, he noted that Republicans have been an “opposition party” and now they have to learn how to “govern.” Sunday,[...]

MORE

Everything’s Up

On Wednesday, the Federal Reserve agreed to lift the Federal Funds rate by .25%, bringing the new range to .75 -1.00%. This is the third such hike in the last 15 months. After the announcement— which was well anticipated by markets—stocks, bonds and gold all rallied. How can markets that are sup[...]

MORE

Samsung and Rockefeller: Tales of Chaebols and Trusts

The economic and political systems of South Korea are roiling with accusations of corruption and influence-peddling encompassing every major industry, rising all the way to the office of the president. These accusations are the latest public outcry against South Korea’s particular brand of busines[...]

MORE

Stock Prices as a Leading Indicator

I have an opportunity to co-teach a course in portfolio management with a local finance professor. As a result, I am required to return to my finance roots and think about markets from an academic perspective. Last weekend, our class discussed how to determine the value of a stock. While there are m[...]

MORE