A MESSAGE FROM DELEGATE REGARDING COVID-19

The multitude of high-profile data breaches over the past several years has caused concerns about cybersecurity for both advisors and their clients. According to WealthManagement.com, high-net-worth families are particularly at risk for individualized cybercrime because they tend to be a more visible target. Delegate Advisors President...

As interest rates rise, many investors are re-considering if MLPs, master limited partnerships which invest in American energy infrastructure, still belong in their portfolios. Delegate Advisors President Andy Hart shared his views on the role of MLPs in a portfolio in a recent article in U.S. News &...

On March 1, 2018, President Trump announced via Twitter that “trade wars are good, and easy to win.” Soon thereafter, the White House floated the idea of a 25% tariff on all imported steel and 10% on all imported aluminum to disadvantage imports and support...

In our last update, we noted that the theme of 2018 was to be coordinated global growth. In the past quarter, however, three indicators have caused us to become more cautious more quickly due to the increased likelihood of a correction or worse: increased volatility,...