Posts

Financial Wellness for Gen X and Millennials – It’s About More than Investments

Part 1: Car Insurance I’ve noticed a few recurring themes from financial plans this past year. They have nothing to do with investments, but they are in many ways, so much more important. It turns out, there are a few items in your financial…
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Women Impact Strategy highlighted in FA Magazine

In an article titled "An Advisor Portfolio Built Around Gender-Diverse Companies", the Women Impact Strategy was featured in FA Magazine last month. Here is a preview of the article: Suzanne Mestayer and Blair duQuesnay, RIAs with ThirtyNorth…
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Blair duQuesnay One of FA Magazine's 10 Young Advisors to Watch

ThirtyNorth CIO Blair duQuesnay was recently named one of FA Magazine's 10 Young Advisors to Watch. The article states: "Still in her 30s, Blair DuQuesnay has carved out a role as thought leader in her CIO and partner role at New Orleans’…
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Impact of Women in Corporate Leadership

Despite a plethora of academic research on the benefits of gender diversity in groups, corporations are painfully slow in adding women to their boards. The main question for investors, however, is whether the presence of women on boards improves…
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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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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…