Entries by Suzanne Mestayer


When to Crack Your Nest Egg: Part II

In our January blog post, we explored the question of when to retire—more specifically, the portfolio implications of retiring at what could be the beginning of a bear market. In light of recent volatility in public markets and anticipation of a long overdue downturn, sequencing risk is of particular interest to clients approaching or considering retirement—and understandably […]


When to Crack Your Nest Egg

Retirement: it’s a phase of life many look forward to, but it’s also one of the hardest to plan.  Sure, there’s the question of how much, often referred to as your “number”—the amount of savings you’d need to be able to comfortably retire. Conventional wisdom has long relied on the “4% Rule” to help hopeful […]


Are We There Yet?

As we celebrate the Women Impact Strategy’s second anniversary in April, it’s a bit thrilling to reflect on all that has happened in this relatively short period of time. We began with the seed of an idea in 2015: If it is true that gender diversity in corporate leadership roles (directors and executives) produces better […]


Power and Responsibility Are Best Connected

“ With great power comes great responsibility” This famous quote often comes to my mind in connection with investments.  In order to attribute it appropriately, I did a bit of research and discovered that it comes from… Spider-Man.  Imagine.  Nonetheless, it’s a great quote and apropos to the message of this piece. Whether through retirement […]

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It’s Smart to Use Common Sense

Just as you wonder when the bad news cycle or political campaign season will ever end, something is announced which encourages you to think positively about the future. Recent business news included the release of Commonsense Principles of Corporate Governance, www.governanceprinciples.org . Before you quickly conclude that I need a real vacation (yes, it’s scheduled), […]


Would It Help?

If you are a movie enthusiast, you may have enjoyed 2015’s Bridge of Spies, a Spielberg/Hanks historical drama set in 1957. Hanks plays Ray Donovan, a New York insurance lawyer asked by the government to provide a pro bono defense for Rudolf Abel. Abel is accused and convicted of spying for Russia in the midst […]

Blair duQuesnay named to Investment News “Top 40 Under 40” list for 2015

Blair duQuesnay named to InvestmentNews “4o Under 40” list for 2015 New Orleans, LA (June 22, 2015)– Blair duQuesnay, Chief Investment Officer and Principal of ThirtyNorth Investments LLC, has been selected to InvestmentNews annual list of the Top 40 Under 40. This award recognizes 40 professionals under age 40 in the investment and financial planning […]