“These are companies that aren’t going anywhere, why wouldn’t I keep doing this?” Every bit of that thought process is incredibly detrimental to a long-term investor’s portfolio. That was a question posed to us while discussing the use of LEAPS (Long Term Equity Anticipation Securities), a.k.a. long-dated options, on select […]

GFG Co-Founder Mauricio Gruener was featured in Campden FB, discussing the four steps to planning for family governance without borders. View the article

Yield curves, flattening, inverted, recessions, 2-10 spread, risk premia: these all might sound like answers to a Family Feud category if Steve Harvey said to name something that is confusing investors today. We mentioned at the end of 2017 that these words would be thrown into your airwaves on an […]

“If I gave you $X, what would you buy today?” This question was posed to us this week during a client conference call. A fairly straight forward question, but one that doesn’t exactly have a straight forward answer. Also, the implications by simply posing the question are profound in and […]

It wasn’t even two months ago that the market was throwing a complete temper tantrum and volatility burst through the wall like the Kool Aid Man. For far too long, investors let greed get the best of them and caught on to the short volatility trade opportunity that had manifested […]

GFG recently spoke with Funds Society about the increasing talk of trade wars and its effect on the markets. Below is the article; the article in Spanish is available here. Judging by market reactions, talks of trade wars appear to be as dangerous as trade wars themselves. With only some […]

After the first three months of trading in 2018, investors have been swiftly and not so politely reminded of one of the fundamental characteristics of markets. Perhaps no better forecast has been made than by Mr. J.P. Morgan when asked what he thought equities would do a little more than […]

The moves in the market last week carry much more weight in our eyes than what happened in February. February’s market behavior was not the result of a single culprit, but instead a natural market breather attributable to a basket of reasons. This week’s market tape is clearly being triggered […]

Trust issues. The pitfall to any relationship. Your relationship with your advisor is no different. You’ve entered a relationship with someone, or a team of individuals, who are qualified to help you reach your financial goals. You’ve done your best to vet your advisor as the right option: a credible […]

Risk within the discussion of investing tends to mean different things to different people. Most commonly, risk is perceived as volatility in price swings. To those who are tasked with measuring and quantifying risk, it usually gets defined as the chance of significant or complete loss of capital. There’s one […]