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You Can’t Always Get What You Want?

Is the market not giving you what you want lately? Join the club. For the two years period ending in April, a 60/40 portfolio of world stocks and 5 year Treasuries is up a paltry 1.23%. That’s before costs and taxes. You’re portfolio is…
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DOL Fiduciary Rule

On April 6th, the U.S. Department of Labor (DOL) issued its final rule on the fiduciary standard for retirement accounts. The rule stipulates that brokers cannot give conflicted investment advice to consumers in 401k, IRA, or other qualified…
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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…
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Financial Advice - It's Not Only Cost, but Quality

  There have been countless articles written on the cost of financial advice in recent years.  Every time I pick up a Wall Street Journal or a popular personal finance column there's a story about fees. They are right to criticize. …

Fear and Markets

It’s a bit auspicious that I am reading a book about behavioral economics at the exact moment global stock markets start roiling again. Richard Thaler’s “Misbehaving: The Making of Behavioral Economics” is a memoir of sorts. It explains…

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…

Build Your Private Healthcare Fund with a Health Savings Account (HSA)

Did you know there is a triple tax-free way to save for medical expenses? Perhaps the media hoopla over the Affordable Care Act (aka Obamacare) these past five years has overshadowed the potential of Health Savings Accounts (or HSAs). Individuals…

ThirtyNorth on The 504 Television Program

ThirtyNorth Chief Investment Officer Blair duQuesnay was a guest on New Orleans' local television program The 504 with host Sheba Turk on June 9, 2015. She discussed tips for building wealth early. The program aired on WUPL MY54 (Cox Channel…

Why Do Some Investors Dislike Mutual Funds?

Every now and then, I talk to a potential client who asks why we use mutual funds. The tone of the question is usually derogative, as if there is something inherently wrong with the mutual fund structure. I get the impression these individuals…

Market Volatility: It Has Its Benefits

“Everybody has a plan until they get punched in the mouth.” - Mike Tyson The month of October hasn’t been kind to many investors. What started off as a series of body blows eventually culminated with a swift uppercut last Wednesday, October…