Entries by ThirtyNorth Investments

Time to Check your Beneficiaries

Did you know there are assets that will not transfer to your heirs based on the instructions in your will? Instead, these assets transfer based on a beneficiary form you filled out.  While many advisors recommend you check your beneficiary designation forms any time you experience a major life event – birth, death, marriage, or […]

Blair DuQuesnay Ranked Top 100 Social Advisor

Brightscope, the online financial information company dedicated to bringing transparency to opaque markets, recently published a list of Top 100 Social Financial Advisors in the US. ThirtyNorth’s Director of Investments, Blair duQuesany, made the list at number 46. According to Brightscope Co-Founder and CEO, Mike Alfred, “It has been reported that nearly half of investors […]

1st Quarter 2014 Market Commentary

Financial markets greeted the New Year with increased volatility. Global stock markets retreated in January, rebounded strongly in February, and declined again in March.  By quarter end, US Stocks were up 1.81% (S&P 500 Index), developed international stocks were up a modest 0.66% (MSCI EAFE Index), and emerging market stocks, showing continued weakness, were down […]

Suzanne Mestayer Named as New Orleans Federal Reserve Board Member

Suzanne T. Mestayer, managing principal of ThirtyNorth Investments LLC in New Orleans, was appointed to the board of directors of the Federal Reserve Bank of Atlanta’s New Orleans branch. Federal Reserve Bank of Atlanta branch directors provide economic information from the branch territory to the district bank’s president and head office directors. They use the […]

Is Investing a House of Cards?

By:  H. Clark Gaines, Jr.    (On Twitter @Clarkgaines)   “Pay attention to the fine print.  It’s more important than the sale price.” – Francis Underwood                   Francis Underwood, the smooth talking Congressman played by Kevin Spacey in Netflix’s hit show, House of Cards, is never short […]

ThirtyNorth in the Press

ThirtyNorth Director of Investments Blair duQuesnay was quoted in the Wall Street Journal recently. Click the link to read the full article. Five Really Dumb Money Moves Retirees Make by Tom Lauricella

2013 IRA Contribution Deadline

Have you made your 2013 IRA contribution yet? It’s not too late. You have until April 15, 2014 to make IRA contributions. Last year the IRS raised IRA contribution limits to $5,500 for individuals under age 50 with an additional $1,000 for individuals over age 50.  The following are some common questions we hear regarding […]

4th Quarter 2013 Market Commentary

The US stock market pleasantly surprised everyone in 2013.  The S&P 500 Index experienced a record year. International stocks also had strong year, although emerging market stocks were down and trailed global stock markets significantly. Interest rates rose in 2013, causing negative returns for the bond market. Emerging market bonds, following a strong 2012, fell […]

Why is the Market So High?

There’s a lot of anxiety about the US stock market. The Dow Jones Industrial Average and the S&P 500 Index are both at all-time highs. In every meeting for the past two weeks, clients have asked these questions. Why is the market so high? Doesn’t that mean we’re due for a pullback? How much higher […]