Perpetually Looking Forward

When it comes to difficult conversations, discussions about family financial matters might be at the very top of the list. Money is a highly personal subject for most people — when you add in family dynamics, the potential for misunderstandings, hurt feelings, and damaged relationships is even greater.

Simon Quick’s Chief Marketing Officer Darcy O’Brien and Client Advisor Brannon Fisher recently joined Spur Philanthropy’s CEO and Founder Tony Rosendo and Chief Relationship Officer Laura Blackburn to discuss a new facility to convene funders and several trends impacting philanthropy.

In recent weeks, investors have watched as we entered an extended streak of volatility in markets. This turbulence has been exacerbated by inflation in the US, and concerns that the Federal Reserve will hamper growth in an effort to bring inflation under control. In this webinar our Chief Investment Officer, Christopher Moore, and Head of Research, Wayne Yi, discuss the recent market movements and major themes impacting the markets. During the 60-minute webinar, we examine the research driving our investment strategy and answer questions from the audience.

Capital markets experienced a highly volatile start to the year as inflation, the tightening of monetary policy, and war between Russia and Ukraine stoked investor concerns.

Simon Quick Advisors is growing. As of April 1st, Simon Quick has merged with Red Hook Management, an independent wealth management firm that shares our values and focus on family wealth.

Over the past few weeks, the financial markets have experienced extreme volatility due to the COVID-19 pandemic. During periods of volatility, it is often advisable for investors to sit tight and wait for markets to stabilize. However, this  ‘inaction’ goes against the very normal human desire to do something when their situation feels out of control. 

Choosing the right financial advisor is one of the most important financial decisions you will make in your lifetime. This is especially true for high-net-worth families with complicated financial situations. So how do you know if you are choosing the right one? Almost all financial advisors will tell you that they are ethical, offer superior investment products, and that they ‘always put the client first.’ 

In this ongoing series, we are profiling some Simon Quick clients to reveal some of the financial and estate planning challenges faced by wealthy families and how we have been able to help them meet these challenges.