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Thoughts in Charts: What’s Your Style?

Not all segments of the market are created equal. The Russell 3000 Index, which represents most of the investible equity market in the United States, is down over 10% since mid-February; however, dissecting this larger index into smaller…
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Today's Marathon: What a Marathon Taught me about a Pandemic

It’s been over 10 years since I ran the Chicago Marathon, but I vividly remember mile-marker 13. Because of the feeling in that exact moment, I’ve run almost a dozen half-marathons, but never another marathon. I wasn’t close enough…
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Gazing into the Crystal Ball

I love the “crystal ball” predictions at the start of every year. Please hear me, I’m a risk analyst and thus a skeptic by training, so I expect very few of these predictions to be correct. What I love about them, is that they bring…
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The Biggest One Day Loss Ever…Really?

After the recent volatility in the market, I once again recall a few reasonable tips that help me maintain a long-term focus on investing.   Tip Number 1 - First, although you may be watching the “financial” news or an “investing”…
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Whitepaper Published in the IMCA Investments & Wealth Monitor

ThirtyNorth's whitepaper "Impact of Women in Corporate Leadership: The Relative Stock Performance of Gender Diverse Boards" was published in the July/August edition of the IMCA Investments & Wealth Monitor. Co-authors Suzanne Mestayer and…
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Women Impact Strategy Highlighted in Philanthropy Women

In late July, Suzanne Mestayer and Blair duQuesnay had a conversation about the Women Impact Strategy with Kiersten Marek from Philanthropy Women. Kiersten highlighted the strategy on July 25. Here is a small clip from the article titled "Want…

Rethinking the 4% Withdrawal Rate

ThirtyNorth talked with Jeff Benjamin at InvestmentNews about the rule of thumb of a 4% withdrawal rate being "safe" in retirement. Here's a quote from the article: "The seemingly endless debate across the financial planning industry over…

ThirtyNorth talks Savings Rates with MarketWatch

ThirtyNorth CIO Blair duQuesnay talked about the importance of a high savings rate over investment returns with Anora Mahmudova of MarketWatch. Here's a snippet from the article: "But a 10% average annual return over the next decade is, indeed,…

How Advisors Talk to Clients about Social Security

ThirtyNorth CIO Blair duQuesnay spoke with Jeff Benjamin at InvestmentNews about planning for future Social Security benefits. This article includes an informative timeline of all the changes to Social Security since its inception in 1935.…
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Suzanne Mestayer Discusses the Women Impact Strategy with RIA Channel

At the IMCA Annual Conference in May, Suzanne Mestayer connected with RIA Channel to discuss the one-year anniversary of the Women Impact Strategy. Watch the video of her interview on RIA Channel's website. "Suzanne Mestayer, Managing Principal,…