by delgate subadmin | Aug 14, 2020 | News/Media, Uncategorized
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...
by delgate subadmin | Jul 13, 2020 | Uncategorized
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 exercise...
by delgate subadmin | Mar 23, 2020 | Commentaries, Uncategorized
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...
by delgate subadmin | Jan 23, 2020 | Uncategorized
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...
by delgate subadmin | Dec 17, 2019 | Uncategorized
Here at Delegate, we strive to discover interesting and relevant content, and we believe there is no one better to share these findings with than our clients, colleagues and friends. As a result, we have compiled a list of our favorite books and podcasts below for you...
by delgate subadmin | Nov 7, 2019 | Uncategorized
Summary of Market Index Returns as of 9/30/2019 Delegate Advisors Asset Class Perspectives: Third Quarter 2019 Disclaimer: This material is for information purposes only and for the use of the recipient. Under no circumstances is it to be considered an offer to...
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