Wealth Planning and Investments


North American Management Recognized in Financial Advisor Magazine's 2016 Annual RIA Survey & Ranking - July 2016

North American Management was once again recognized in the $1 Billion and Over Asset category. READ MORE (PDF)

Financial Planning Notes

July 2017 - The Rise of Online Financial Scams

The adage "buyer beware" takes on new meaning in the internet age.  READ MORE (PDF)

Investment Letters

Second Quarter 2017 - Mixed Signals Persist

Rising stocks and bonds and a depreciating US Dollar made for an exceptionally good quarter, through not without crosscurrents.              READ MORE (PDF)

November 2016 - A Short History of Hedge Fund Returns

Hedge funds have played an important role stabilizing and improving risk adjusted returns in portfolios for decades, but recent performance issues have caused many investors to seriously question their value proposition and fee structures.  In fact, the performance trend is not new - we graphed a twenty-five year return history of the HFRI Fund Weighted Composite Index and highlighted a fairly frustrating, long-term decline in five year increments. READ MORE (PDF)