Client Login

What We Do

  • The Delegate Way
  • Investments
  • Planning
  • Impact
  • Family Office Services

About Delegate

  • Meet Delegate
  • Our Team
  • Mission Delegate
  • News & Insights
  • Contact Us
  • Client Portal
Client Login
When It Comes to Giving, Sometimes Simple is Best!

When It Comes to Giving, Sometimes Simple is Best!

by delgate subadmin | Dec 2, 2021 | Commentaries, Things You Should Know, Uncategorized

If you’ve ever been in the military, you know how much they love acronyms. Don’t get me started on the strange names they’ve given to equipment. There are almost 100 acronyms for aviation units! (Look it up in Wikipedia!) What’s a “Blooper?” No, it’s not a mistake;...
I Just Had a Child, Now How Do I Fund Their Education?

I Just Had a Child, Now How Do I Fund Their Education?

by delgate subadmin | Dec 2, 2021 | Commentaries, Things You Should Know, Uncategorized

One of the things that makes Delegate such a special place to work is how much the employees care about each other. We are not just co-workers who see each other inside the office (or virtual office – thanks COVID). We are involved with each other on a holistic level,...
How Do I Protect Myself from Security Threats?

How Do I Protect Myself from Security Threats?

by delgate subadmin | Sep 15, 2021 | Commentaries, Heard From Clients

In an age where security breaches and cyberattacks dominate the headlines, personal security is a concern for everyone. The good news is that if you take a few precautions, you can greatly reduce the chances that you will be a target for fraud. In our latest Heard...
The Roots of Current Inflation Trends—and a Prescription

The Roots of Current Inflation Trends—and a Prescription

by delgate subadmin | Jul 9, 2021 | Commentaries

Between March and April of 2021, core inflation rose at the highest intramonth rate seen since the early 1980s. The question on everyone’s minds, of course, is what comes next. Will inflation tear through the economy and exert pressure on businesses and families? Will...
Delegate Discussions: Solving the Fixed Income Dilemma

Delegate Discussions: Solving the Fixed Income Dilemma

by delgate subadmin | May 27, 2021 | Commentaries

 Click here for important information about this video. Yields on public fixed income have been unattractive for some time, and with low rates and an uptick in inflation, we expect this trend to continue—and to potentially even produce negative real returns...
Delegate Discussions: Solving the Fixed Income Dilemma

Delegate Discussions: 2021 Outlook and Observations

by delgate subadmin | Feb 11, 2021 | Commentaries, Uncategorized

 Click here for important information about this video. As we head further into the new year, it is essential for families to understand the current state of the markets and the outlook for the year ahead. Delegate Advisors Chief Executive Officer Andy Hart...
« Older Entries
Next Entries »

Recent Posts

  • Delegate Advisors Shortlisted for the 2024 Family Wealth Report Awards
  • Delegate’s Favorite Things: 2024 New Year Edition
  • Andy Hart in American Banker: Is Portability the Cure to the Mortgage Market’s Woes?
  • Andy Hart in Reuters: How to Solve the U.S. Housing Problem 
  • Delegate’s 2023 Investment Mid-Year Outlook

Recent Comments

    Archives

    • February 2024
    • January 2024
    • December 2023
    • October 2023
    • July 2023
    • May 2023
    • April 2023
    • March 2023
    • February 2023
    • January 2023
    • December 2022
    • November 2022
    • September 2022
    • July 2022
    • March 2022
    • February 2022
    • January 2022
    • December 2021
    • September 2021
    • August 2021
    • July 2021
    • May 2021
    • April 2021
    • March 2021
    • February 2021
    • November 2020
    • October 2020
    • September 2020
    • July 2020
    • June 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • October 2019
    • September 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • March 2019
    • December 2018
    • November 2018
    • October 2018
    • September 2018
    • August 2018
    • July 2018
    • June 2018
    • May 2018
    • March 2018
    • February 2018
    • January 2018
    • December 2017
    • November 2017
    • October 2017
    • September 2017
    • July 2017
    • June 2017
    • March 2017
    • February 2017
    • January 2017
    • November 2016
    • October 2016
    • September 2016

    Categories

    • Asset Class Perspectives
    • Awards
    • Both
    • Commentaries
    • Delegate Discussions
    • Heard From Clients
    • News/Media
    • Things You Should Know
    • Uncategorized

    Meta

    • Log in
    • Entries feed
    • Comments feed
    • WordPress.org

    Get in Touch

    See how we can help.

    CHAPEL HILL, NC

    101 Glen Lennox Drive
    Suite 150
    Chapel Hill, NC 27517

    919-932-8400

    Austin, TX*

    Charleston, SC*

    * Members of Delegate’s management team work from home offices in these locations, and Delegate does not maintain a permanent office in them.

    Information

    Form ADV Part 2A

    Form CRS

    Privacy Notice

    Join Our Mailing List

    At the intersection of life and wealth.

    © 2025 Delegate Advisors, LLC. All Rights Reserved.

    Join Our Mailing List

    Client Login

    Login

    Register
    Forgot Password?