In this issue of InvestorView, we provide a deep dive on debt and deficits, explore the possibilities of independent return strategies, and take a look at our approach to managing fixed income in uncertain environments. We also outline ideas for how trust beneficiaries can learn more about their roles and responsibilities.

Fixed Income Product Specialist Tom Brennan explores how we approach managing fixed income portfolios in all environments – even uncertain ones.

Partner and Chief Investment Officer (CIO) Justin Reed and Deputy CIO Ilene Spitzer explain how incorporating independent return strategies can provide a valuable source of returns amid market uncertainty.

Partner and Chief Investment Strategist Scott Clemons delves into the twin challenges of rising U.S. debt and deficits, exploring five possible solutions and the implications of this debt for investors.

Chief Investment Officer Justin Reed and Deputy CIO Ilene Spitzer cover the “10 Ps” that are core to our manager selection process.

Principal Kerri Mast and Managing Director and Head of Philanthropic Advisory Drew Rabe discuss a common dilemma among philanthropically inclined individuals: the decision to set up a private foundation vs. a donor-advised fund.

Investing in private markets is an important component of many client portfolios. We provide advice on how to construct a prudently sized private markets portfolio with adequate diversification.

Chief Investment Officer Justin Reed discusses market timing. He explores its allure and pitfalls, stressing our belief that the adoption of a value-oriented, bottom-up investment approach, along with a long-term investment horizon and prudent rebalancing plan, is a far more compelling investment strategy.

We cover the steps taken when rebalancing portfolios.

Managing Director Brett Sovine discusses an appealing retirement savings option for working next generation members: the Roth IRA.