“Viewpoints” The Tiedemann Blog

Our world and industry move quickly. In this blog, we share brief observations and analyses of the latest developments and most important factors affecting you and your wealth.

04

Sep
2019

Gold Shines for Investors Looking to Diversify

Gold is an attractive part of an investment portfolio due to its low correlation to financial assets. An allocation to gold has historically improved returns and dampened volatility within a diversified portfolio, particularly for portfolios on the lower end of the risk spectrum. Read our blog post to learn more.

01

Aug
2019

Your impact investing journey: Measuring and managing your impact investments

A common debate in impact investing circles is over the best way to quantify, and/or qualify, the non-financial impact of an investment. Indeed, there are now a myriad of approaches and metrics, each with its strengths and weaknesses.

31

Jul
2019

Your impact investing journey: Doing your due diligence for impact

With so many ESG and impact funds now available to investors, and more fund launches virtually every day, it can be easy for an investor to feel overwhelmed by all the options.

30

Jul
2019

Your impact investing journey: Aligning your investments with your values

Like traditional investors, impact investors can have varied goals and objectives. As such, impact investing should be a customized journey for each investor.

29

Jul
2019

Your impact investing journey: Finding the right financial advisor

The biggest question on the minds of many investors these days is how to use their capital to create positive social and environmental impacts. From family offices and high-net-worth individuals to foundations and endowments, it seems everyone is talking about, or doing, impact investing.

03

Jun
2019

Trade Turmoil Between the U.S. and China: How Might It Affect the U.S. Economy?

Trade tensions between the United States and China have been simmering for decades, but recent escalations have upped the stakes and grabbed headlines. Investors are nervous about the effect of tariffs on economic growth, corporate profits and price inflation for certain products. Read our take on the implications of these recent events.

03

May
2019

Three Tips for Navigating Opportunity Zones

Opportunity Zones are attracting significant interest across the investor community. But just like with any new investment or market, it’s important to understand both the opportunity and potential areas of caution. To help guide that discussion with clients, here are our current thoughts on how to navigate this new market.

03

Apr
2019

Recent Yield Curve Inversion Underscores Merits of Diversification

On March 22, we witnessed an event that hasn’t occurred since 2007: an inverted yield curve. The yield on the three-month U.S. Treasury bill crept slightly higher than the yield for a 10-year U.S. Treasury.

01

Feb
2019

Estate Taxes and Your Lifetime Exemption: Use it or Lose it?

Wealthy families with a desire to transfer significant wealth to future generations should act swiftly as there is real risk that their ability to do so will be materially reduced in the future.

21

Dec
2018

Here’s Why a U.S. Recession Isn’t Likely in 2019

With volatile equity markets, falling corporate earnings growth, and the Federal Reserve slowing its rate hike path—but not as quickly as some had hoped—many investors fear that the New Year could usher in a recession.

15

Nov
2018

Gender Lens Investing: Why Empowering Women Matters Now

On October 15, at the iconic National Museum of Women in the Arts in Washington, D.C., Tiedemann Advisors held an event with Criterion Institute to discuss the future of gender lens investing.

08

Nov
2018

Tiedemann’s Impact Evolution

Ten years ago, wealthy families who wanted to invest in start-ups and companies working to solve some of the planet’s biggest social and environmental problems depended on one another for information about investment opportunities.

06

Nov
2018

Be Prepared: Year-End Planning Tips

The end of the year is approaching, and it is a good time to strategize on ways to reduce your tax bill or otherwise improve your financial situation.

31

Oct
2018

The Future of Finance: From Impact Style to Impact, Sustained

For many of us, these are heady days. After decades of advocating that investing should be about more than money, we find ourselves at a time when...

02

Oct
2018

Why Emerging Markets May Outperform in 2019

Looking back at almost any stock index over the past few years, even over the past decade, it’s clear that, on a relative basis, U.S. equities were the only game in town.

22

Jun
2018

Location, Location, Location!

Tax Reform creates a compelling reason to locate intergenerational assets out of highly taxed states.

08

Mar
2018

Volatility is NOT Your Enemy!

For long-term investors with well-structured portfolios volatility should NOT be considered a major risk.

20

Feb
2018

Awakening the Giants of Inflation and Illiquidity

Perhaps the most widely held belief amongst market prognosticators over the past year was that virtually all public market assets were generally expensive and that volatility was expected to increase.

19

Oct
2017

A Peek into Impact Investing for Foundations

We are seeing more family foundations committing their assets (both endowment and “payout”) to impact investing, regardless of asset size. The reasons are multiple and depend on the family, but we are starting to notice some trends.

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