Financial and Investment Advisors to Families

In a financial world where clients have become mere account numbers, and the new emphasis rests on mass-marketing investment products and gathering “Assets Under Management,” we continue to deliver the attentive personal service of a knowledgeable and dedicated family advisor.

We believe that we are better investors because of our heritage as advisors to families and the long-term perspective it requires, and we are better family advisors because we possess the deep understanding and experience of real-life, active investing.

Articles

The most precious dollars

February 19, 2019

What does counting pennies have to do with keeping and growing a family fortune? Why savings and inheritance are the most precious dollars you could ever have?
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CURSED or BLESSED?

January 9, 2019

In a career devoted to managing family fortunes, I have grown increasingly convinced that – in terms of financial outcome -- inheritors tend to be either blessed or cursed from the start.
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Beyond The Headlines

Fighting the currents; a metaphor for the next decade of stock investing

January 28, 2019

Scuba diving in treacherous currents of the South Pacific reminded me of Mark Twain's words ---“What gets us into trouble is not what we don't know. It's what we know for sure that just ain't so.” In a warm atoll, all my experience could have gotten me in trouble because I was in an environment with many completely new conditions. And that’s exactly how we at Sicart feel looking at the stock market environment today. In some respects, it looks familiar, yet it’s different enough from the past to get us into real trouble if we don’t pay attention.
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Where did my trillion dollars go?!!

November 26, 2018

In the last couple of months, the unstoppable, must-own FAANG stocks are down 30% from their highs, and a total of over $1 trillion in market value vanished. What happened? Not long ago, Amazon, Apple and Alphabet (formerly known as Google) each flirted with or surpassed historic trillion-dollar market value thresholds. Where did all that money go?
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