Connections for Success


Asset Management


Asset Class in Focus: Alternative Investments
Luke Schillo

Despite what their name suggests, “alternative investments” have become an increasingly mainstream part of the investment world over the past decade. Most investors have some knowledge of alternative investments as an asset class, but there is still quite a bit of confusion about this eclectic collection of investment types. While there is no official comprehensive […]


Investment Challenges of the Affluent Investor
Luke Schillo

High-net-worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply equally to them as with any other investor, but the affluent investor needs to be mindful of issues that typically arise only from substantial wealth. Let’s examine a few of these. Being Too Conservative When […]


Four Reasons for the Return of Market Volatility
Luke Schillo

Until early 2018, stocks were enjoying their longest period without a five percent pullback in nearly ninety years.1,2 But in early February, that calm came to a sudden and decisive end, as the Standard & Poor’s 500 Index fell more than six percent during the first three trading days of the month. By February 8, stocks […]

Forward Thinking