A MESSAGE FROM DELEGATE REGARDING COVID-19

On October 19, 2018, the Internal Revenue Service and the U.S. Treasury Department issued proposed regulations regarding Opportunity Zones designed to encourage economic development by providing tax benefits to individuals who invest money into projects that are located in certain designated districts. The regulations are...

In the third quarter, domestic equity market values continued to increase, reaching new, all-time highs. The strong performance was driven by the ongoing results of last year’s tax cuts, which have boosted corporate profits throughout the year. Markets continue to discount potential bad news, notably,...

September 15, 2018, marked the tenth anniversary of what many consider the key event of the global financial crisis (“GFC”): the fall of the venerable Wall Street firm, Lehman Brothers. On this tenth anniversary, our quarterly letter will touch on some root causes of the...

Family offices currently face a heightened vulnerability to cyberattacks. To help family offices tackle these threats, MarketCurrents recently sat down with Delegate Advisors President, Chief Advisor, and Managing Partner, Andy Hart, to discuss why family offices need to protect their data more meticulously than the...