Entries by ThirtyNorth Investments

Rethinking the 4% Withdrawal Rate

ThirtyNorth talked with Jeff Benjamin at InvestmentNews about the rule of thumb of a 4% withdrawal rate being “safe” in retirement. Here’s a quote from the article: “The seemingly endless debate across the financial planning industry over retirement withdrawal rates appears to hover over the consensus that 4% is a good place to start. Beyond […]

ThirtyNorth talks Savings Rates with MarketWatch

ThirtyNorth CIO Blair duQuesnay talked about the importance of a high savings rate over investment returns with Anora Mahmudova of MarketWatch. Here’s a snippet from the article: “But a 10% average annual return over the next decade is, indeed, optimistic, according to Blair Duquesnay, chief investment officer at ThirtyNorth Investments, a New Orleans–based independent registered […]

How Advisors Talk to Clients about Social Security

ThirtyNorth CIO Blair duQuesnay spoke with Jeff Benjamin at InvestmentNews about planning for future Social Security benefits. This article includes an informative timeline of all the changes to Social Security since its inception in 1935. Here’s a clip from their conversation: “I just don’t believe Social Security is ever completely going away,” said Blair duQuesnay, chief […]

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Suzanne Mestayer Discusses the Women Impact Strategy with RIA Channel

At the IMCA Annual Conference in May, Suzanne Mestayer connected with RIA Channel to discuss the one-year anniversary of the Women Impact Strategy. Watch the video of her interview on RIA Channel’s website. “Suzanne Mestayer, Managing Principal, ThirtyNorth Investments talks with Julie Cooling, Founder & CEO, RIA Channel about founding her now more than $130 […]

Blair duQuesnay Receives 2017 Millennial Award

On July 15, the 5th annual Millennial Awards were held at the Civic Theater in New Orleans. ThirtyNorth CIO Blair duQuesnay was the award recipient for financial services. More than 200 nomination were submitted by the public and judged by a panel of local millennials. The Millennial Awards honors dynamic young professionals who contribute to […]

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2nd Quarter 2017 Market Commentary

Stocks around the world edged higher during the second quarter. International and emerging market stocks continued to outperform U.S. stocks, while growth stocks outperformed value stocks. In the U.S., large cap stocks performed better the small cap stocks, but the reverse was true in international developed markets. Domestic bonds had small positive returns year to […]

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Blair duQuesnay Named on INVESTOPEDIA 100 List of Top Influential Financial Advisors

New York – June 27, 2017 – Blair duQuesnay was named on the  100 list of influential financial advisors.  Investopedia, the premier online source of trusted financial information and services, today announced the inaugural INVESTOPEDIA 100, a ranking of influential financial advisors based on social, digital and event clout. Powered by a team of PhD […]

ThirtyNorth CIO Chimes in on ETFs for MarketWatch

ThirtyNorth CIO Blair duQuesnay contributed to a MarketWatch article on how advisors are using ETFs in client portfolios. Here is a snippet from the article: “We are long-term, strategic investors,” said Blair duQuesnay, chief investment officer at ThirtyNorth Investments. “We build portfolios by first determining the proper asset allocation, then by selecting investments to fulfill […]