Our Insights

May 2014

CA Perspectives

Krista Anderson, Alicia Austin, Ben Buttrick, Christina Fenton-Neblett, Lauren Higgins, Jessica Matthews, Erin Russell

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The spring issue of CA Perspectives covers a variety of topics that investors are talking about today.

  • Managing Directors David Thurston and Andy Martin review some of the common behavioral traps that long-term investors with diversified portfolios fall into during market rallies like the one we have experienced in recent years in “Just Another FOMO Market”
  • Kyle Johnson, a leader in our Mission-Related Investing practice, discusses how to think about impact investing within your overall portfolio strategy in “New Ways to Make an Impact”
  • CA Perspectives speaks with Meyer Memorial Trust’s CFO and CIO Wayne Pierson as he nears his retirement after more than 30 years at MMT to discuss his time with the Trust and what he believes have been its keys to success
  • Chris Houston, Director of Tax Strategy at CA, offers considerations for private wealth investors when developing a holistic tax-strategy approach to portfolio management in “Clearing a Higher Hurdle”