FOX serves the investment needs of wealthy individuals and family offices by providing educational resources, peer networking opportunities, and proprietary research to help investors make better investment decisions for their families.
When portfolios don’t deliver outcomes as expected, the number one question is “Why?” In this Risk Report, the answers are provided through an examination of more than 200 institutional equity portfolios, representing more than $200 billion assets. What was discovered may surprise you.
Remember when the most difficult decision was selecting where to hold the family meeting? Welcome to the Family Meeting of 2021 where proper planning and expert facilitation matters more than ever.
With the rising interest rates and media speculation around the level of credit spreads, corporate bond investors are reminded of the 2013 taper tantrum when credit spreads widened.
The cryptocurrency market, and specifically Bitcoin, has grown significantly and offers investors high potential returns. It is commonly argued that Bitcoin should be considered by investors as a store of value and portfolio hedge.
Digital platforms make microbusinesses possible for millions of people, and companies like Etsy and GoDaddy have been an essential backbone behind them, especially during the pandemic (Etsy sellers contributed $13 billion and almost 3 million jobs to the economy last year).
Anxieties brought on by periods of turmoil can cause individuals to forsake rational thinking and act impulsively, usually to their own detriment. This phenomenon often manifests itself in equity markets.
Haunted by double-digit inflation of the past, some fear the U.S. economy is poised for runaway inflation. Some above-trend inflation is to be expected as the economy begins to open up more broadly.
The pandemic has accelerated innovation – we have seen 10 years of digital transformation practically overnight, adding momentum to the AI wave. As companies become more digital, AI becomes indispensable in driving cost efficiency, productivity, security, and superior user experiences at scale.
