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In the final weeks of 2018, domestic equity markets experienced an incredible level of volatility as they joined the global selloff in risk assets. Overall markets finished the year in negative territory, with the S&P 500, the MSCI EAFE, and the MSCI Emerging indices declining by 4.4%, 13.8%, and 14.6%, respectively. Compared to the halcyon days of 2017, during which US markets experienced no moves greater than 3%, and 2016,...

Few people remember this given the company’s outsized success today, but in the mid-1990s, Apple was on death watch. Co-founder Steve Jobs had recently returned to the company, but one of the greatest turnarounds in corporate history hadn’t yet taken shape and the company was hemorrhaging cash. At a technology conference, Michael Dell, the founder of personal-computer powerhouse Dell Computer, was asked what he would do if he were CEO...

Questions that dominated the first half of the year remained at the forefront during the quarter, as investors continued to assess the impact of rising interest rates in the US and of trade wars and tariffs between the US and its global trading partners. Equity markets ended the period with mixed results. Domestic equity markets performed well; the S&P 500 gained 7.7%, while the MSCI EAFE increased by 1.4% and...

In 1986, an [wpdm_package id='28947']English illustrator named Martin Handford created a character named Wally. Wally appeared in double-page-spread illustrations and displayed an affinity for situations in which lots of activity was occurring around him, so much so that it became difficult for Wally himself to be located. He always wore the same red and white striped shirt and cap, but to better camouflage him, items with a similar color scheme...

Four-letter words have always enjoyed a distinct reputation in the global lexicon. Often labeled "bad words," these well-known expletives have a harshness to them, even when used casually, and those on the receiving end of such invective will always take particular notice, as intended. Of course, all words with four letters are not four-letter words, but we do tend to put a magnifying glass on words with four letters because...

[wpdm_package id='28782']The second quarter was marked by a series of escalating skirmishes on the issues of trade and tariffs between the US and its global trading partners. Equity markets ended the period with mixed results; domestic equity markets performed well, with the S&P 500 gaining 3.4%, while the MSCI EAFE and the MSCI Emerging declined 1.2% and 8% respectively.  US markets climbed higher on positive earnings momentum, particularly in the...

New York, NY, July 11, 2018 – Colonial Consulting, LLC is pleased to announce that we now offer the option of fully discretionary investment consulting.  One of Colonial’s existing clients, the Amarillo Area Foundation, recently became our first fully discretionary client.We have come to the conclusion that by providing both non-discretionary advisory investment consulting and discretionary investment consulting services, new and existing clients will be able to choose the service...

New York, NY, June 6, 2018 – Andrew Siwo is an investment director at Colonial Consulting, an independent investment consulting firm primarily to leading foundations/endowments, colleges, and nonprofit institutions. Previously, Siwo was a manager at the Global Impact Investing Network and spent five years in the investment banking division at JP Morgan’s Global Special Opportunities Group.Andrew wrote a piece on Mission-related investments (MRIs) which was recently published on the Stanford Social innovation review website:https://ssir.org/articles/entry/measuring_the_hard_to_measureThe...

New York, NY, June 1, 2018 – Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that CEO Charlie Georgalas will be joining a panel at the IMI OCIO Solutions Summit. The summit has been organized by the Investment Management Institute and will be held on June 13th, 2018, at the Stamford Hilton Hotel, Stamford, CT.  The summit will be attended by...