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…

Mark-up Disclosure for Bonds: It’s About Time

I’ve spent the better part of a decade trying to explain to investors that bond purchases are not free. But that’s a difficult task when the costs are hidden from investors. This will change in May 2018, when the SEC’s new bond mark-up…
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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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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…
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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. …

Blair DuQuesnay Ranked Top 100 Social Advisor

Brightscope, the online financial information company dedicated to bringing transparency to opaque markets, recently published a list of Top 100 Social Financial Advisors in the US. ThirtyNorth's Director of Investments, Blair duQuesany, made…

Suzanne Mestayer Named as New Orleans Federal Reserve Board Member

Suzanne T. Mestayer, managing principal of ThirtyNorth Investments LLC in New Orleans, was appointed to the board of directors of the Federal Reserve Bank of Atlanta’s New Orleans branch. Federal Reserve Bank of Atlanta branch directors provide…

Is Investing a House of Cards?

By:  H. Clark Gaines, Jr.    (On Twitter @Clarkgaines)   "Pay attention to the fine print.  It's more important than the sale price." - Francis Underwood                   Francis…

2013 IRA Contribution Deadline

Have you made your 2013 IRA contribution yet? It’s not too late. You have until April 15, 2014 to make IRA contributions. Last year the IRS raised IRA contribution limits to $5,500 for individuals under age 50 with an additional $1,000 for…