2014

31
Dec

Global Decoupling Intensifies

Fourth Quarter Commentary – 2014 The Great Decoupling between the U.S. and the other major world economies became even more apparent in the final three months of 2014. After long struggling to claw its way…
5
Dec

Year End Tax Planning Ideas 2014

Genus Expert Panel Seminar Tax planning is a year-round activity and a vital component of the financial planning process. As year-end approaches, it is time to pay special attention to various tax issues in advance…
24
Oct

The Great Decoupling

Third Quarter Commentary 2014 The main themes of diverse and uncoupled global economies are intact as we enter the final three months of the year. In the United States, good deflation boosts consumer incomes, while…
29
Sep

Organizing Your Philanthropy

Organizing Your Philanthropy: Options to Consider Genus Expert Panel Seminar Private philanthropy is an integral part of our legacy to the charitable community. A philanthropist who wishes to strategically organize his or her charitable giving…
18
Jul

Volatility Takes a Vacation

Print & Video Commentary – Second Quarter, 2014 The financial markets remained unusually calm through the second quarter as the global economy continues to heal and central banks remain highly accommodative. Global stock indexes chalked…
15
Apr

Uncle Sam, the Dragon, and the Bear

First Quarter Commentary – 2014 It’s a divergence of fortunes few would have predicted. In the five years since Wall Street’s 2008 collapse, it’s Uncle Sam and the US economy and markets that seem to…
30
Jan

2013 Review and 2014 Outlook

Video Commentary As 2014 begins, the world economy and equity markets appear to be in a good place. Global growth continued to inch forward in 2013, U.S. stock markets wrapped up their best twelve month…
30
Jan

One for the Record Books

Genus Commentary & Outlook As 2014 begins, the world economy and equity markets appear to be in a good place. Global growth continued to inch forward in 2013, U.S. stock markets wrapped up their best…
13
Jan

Lean In – Women, Work, and the Will to Lead

Book Review by Leslie G. Cliff, Director of Wealth Management, Genus Capital – In Lean In, Sheryl Sandberg examines why women’s progress in achieving leadership roles has stalled, explains the root causes, and offers compelling…