We are pleased to announce that Delegate Advisors has been named to the Largest Bay Area Wealth Management Firms list by the San Francisco Business Times. This marks the third consecutive year that Delegate has been included on this list, with the firm moving from...
We are actively watching the current market volatility and sell-off in global equity markets. As you know, it has been our recent opinion that the equity markets were highly valued, and over the last year equity markets have become even more overvalued. We have been...
As the United Kingdom continues its Brexit battle, exchange-traded fund (ETF) investors are taking notice and withdrawing their investments in European equities. According to data compiled by Bloomberg, the largest Europe ETF (NYSE: VGK) recently suffered its largest daily withdrawal in over 10 months and...
SUMMARY OF MARKET INDEX RETURNS AS OF 6/30/2019 DELEGATE ADVISORS ASSET CLASS PERSPECTIVES: THIRD QUARTER 2019 ...
Delegate Advisors has been named on AdvisoryHQ’s 2019 ranking of the Top 10 Financial Advisors in Greensboro, Chapel Hill and Winston-Salem, North Carolina. The list rates each of the top 10 firms based on a star system, with Delegate Advisors earning the top honor of...
As potentially one of the biggest federal-tax-saving opportunities in decades, Opportunity Zone funds are popping up left and right. Designed to spur investment in neglected areas, Opportunity Zones provide investors with federal tax breaks when they reinvest the capital gain from one investment into a...
As part of our work with wealthy families, we often see content we find interesting and relevant from the financial media. One topic that we have found to be widely popular among our clients is the future of the U.S. economy. Below are three articles...
Delegate Advisors has once again been named on the Largest Bay Area Wealth Management Firms list by the San Francisco Business Times. Coming in at no. 19, this marks the second consecutive year that Delegate has been included on this list. The list recognizes the largest...
As climate change impacts the planet through hurricanes, rising water levels, floods and more, it is also impacting the way investors manage and mitigate risk in real estate investments. For specific insights on how climate change is impacting real estate investments, MarketCurrents recently spoke with...
Throughout the month of May, tensions escalated between China and the United States regarding trade between the two global economic superpowers. After negotiations broke down early in the month, President Trump announced that the U.S. would be raising tariffs from 10% to 25% on $200...