At Delegate, our passion is serving our clients but there are so many other dimensions to each of our team members. We feel these interests are just as compelling and important to share as they compose the fabric of Delegate’s unique culture. Every so often,...
At Delegate, our passion is serving our clients but there are so many other dimensions to each of our team members. We feel these interests are just as compelling and important to share, and blend to compose the fabric of Delegate’s unique culture. Join us...
As part of the Delegate Advisors mission to encourage its employees to positively contribute to society, Morgan Tarr, Director of Advisory Services at Delegate Advisors, has elected to participate in The Northern California Region of the Leukemia & Lymphoma Society’s (LLS) 2021 Woman of the...
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 and Director of...
As we approach the holiday season, comfort and joy come to mind. To spread some warmth and cheer, the team at Delegate has pulled together a montage of our favorite holiday recipes - old traditions and new additions to add to your family holiday fun. We...
At Delegate, our passion is serving our clients but there are so many other dimensions to each of our team members. We feel these interests are just as compelling and important to share, and blend to compose the fabric of Delegate’s unique culture. Moving forward...
Many affluent individuals often want to share some of their wealth through philanthropic efforts. However, charitable giving is not always a simple task – especially when donating a complex asset. In a recent article in Financial Advisor Magazine, Delegate Advisors Chief Executive Officer Andy Hart...
For many of us, our summer plans will look a little different this year. Instead of travel plans or summer concerts, we will all be enjoying a little more time at home. Below we are sharing our team’s favorite books, podcasts, television shows, activities and...
Last week we saw extreme market volatility continue while the S&P 500 lost about 8% of its value due to continued concerns regarding COVID-19 and the potential damage the coronavirus continues to cause on the global economy. While we hope the bad news will begin...
As part of our work with wealthy families, we frequently discover interesting and relevant content from the financial media. One recent article we think our clients might find particularly thought-provoking is Three Big Things: The Most Important Forces Shaping the World by Morgan Housel from...