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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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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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…

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 in the Press

ThirtyNorth Chief Investment Officer Blair duQuesnay recently contributed to an article in the Wall Street Journal discussing how investors should streamline their accounts and financial lives. Read Clean Up That Cluttered Portfolio: How Simplifying…