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Insight

Two Men in a Boat

I have long been a paid subscriber to the work of Grant Williams and his Things That Make you Go Hhhhmm letters sent out twice a month. Grant is a senior advisor to Matterhorn Asset Management AG in Switzerland, a portfolio and strategy advisor to

Too Hot to Handle

I have been asked over the past few weeks whether I was planning on doing my normal pre-election Insight outlining the tax and economic plans of each candidate and what the impact of each might be. My answer, very simply, was No. The amount of

Risk

Risk.  What a loaded, complicated, and multi-dimensional term as we use and understand it today.  In this remarkable, strange new world that we’ve been thrust into almost overnight by COVID-19, our news feeds are filled with discussions of risk.  Most importantly, health organizations, communities, governments,

Trust

In mid-2017 the US Department of Labor finally, after several clunky attempts beginning in 2010, implemented a “Fiduciary Rule” or “Conflict of Interest Rule”, governing financial advisors’ behavior when dealing with a client’s retirement accounts.  In broad terms, this rule required advisers to act in

Framework for Looking Forward

In light of economic uncertainty resulting from the impacts of the Coronavirus, this past month we facilitated multiple Zoom brainstorming sessions with our investors. We are fortunate to have highly intelligent and experienced investors in Altus projects; and we were able to benefit from their

Shifting Sands

Memorial Day didn’t become a national holiday until 1971 but it traces back to the Civil War. Originally called Declaration Day, it was held in remembrance of those that had died in our country’s bloodiest conflict. Every school child in the country learns of Lincoln’s

Begs the Question

It hardly seems possible to write an Altus Insight without discussing COVID-19 and the economic destruction caused. And yet, things are still happening/changing so quickly, and we are still so bereft of data that it feels immature to discuss what exists or may exist in

Dear Future

This month’s Altus Insight has a different tone and feel to it. We are not epidemiologists, and it doesn’t yet seem appropriate to dive into parsing and analyzing decisions being made that are impacting, and will continue to impact, our economic realities. Rather, we decided

Say What?

Up until last Friday my efforts for this month’s Altus Insight had revolved around research on the Coronavirus’s potential impact on economic performance.

Twenty-Twenty Vision

At first consideration, the title of the first Insight of the year 2020 couldn’t be more cliché. But Twenty-Twenty Vision, and therefore the hindsight 20/20, is not what most people believe it to be.