Private Investors

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.

Brown Advisory
Monday, March 1, 2021

In Part 2 of the conversation on solving world hunger through innovation and strategic investing, we welcome two more entrepreneurs. Ezinne Uzo-Okuro, CEO of Terraformers, is using her background as a NASA scientist to empower people to grow healthy food and create sustainable livelihoods.

BPM
Thursday, February 25, 2021

As startup companies in the cloud, internet, and technology industry grow, they must balance resources between innovating products and services and building their businesses.

Corporate Transparency Act: Beneficial Ownership Disclosure Requirements Are Coming

Feb 25 2021 - cehrhart@familyoffice.com

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Parametric
Tuesday, February 23, 2021

Continuing a trend of the past five years, exchange-traded funds (ETFs) grew in assets under management in 2020. However, the fact remains that the ETF continues to be a one-size-fits-all solution that isn’t optimal for everyone.

Brown Advisory
Friday, February 26, 2021

Solving world hunger—or “food insecurity”—is really hard. The solutions are not particularly sexy, and they require a very long-term outlook. In seeking to learn more about the problem, we reached out to the ones trying to solve it.

RSM US
Thursday, February 18, 2021

Given what the Biden administration has indicated, President Biden remains intent on repealing parts of the 2017 tax cuts that benefited the highest-earning Americans and large companies.

Parametric
Friday, February 19, 2021

Using equities to customize for yield enhancement isn’t a completely new invention. Investors have had access to a variety of dividend-focused strategies for years.

Parametric
Thursday, February 18, 2021

Many trends—including the explosive price changes in a handful of equities driven by a crowdsourced short squeeze—are indicative of an asset bubble. Grizzled market veterans are starting to draw comparisons with the go-go market of the late 1990s that ended with the tech bubble bursting in 2000.

Abbot Downing
Thursday, February 11, 2021

Inflation is almost always a topic of discussion when thinking about and planning for the future. This paper explores the many factors that affect the inflation rate, whether an uptick in inflation is helpful or harmful, and the cyclical forces that could push toward higher inflation.

Parametric
Friday, February 12, 2021

Investors look to the municipal market for both quality and diversification. They were rewarded in 2020 when the municipal market proved resilient despite a challenging economic environment. The strength of the municipal credit quality surprised many.