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FOR IMMEDIATE RELEASENew York, NY, March 3, 2017 - Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Chief Investment Officer Michael Miller will be presenting at the Eighth Annual SEO Alternative Investments Conference (AICON). The event will be held March 16 at the New York Hilton Midtown in New York City. This conference features industry-leading speakers, educational panels and robust...

FOR IMMEDIATE RELEASENew York, NY, March 1, 2017 - Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Angela Matheny, Head of Diverse Manager Equity, will be presenting at the National Association of Securities Professionals (NASP) Mentors Luncheon & Career Symposium. NASP hosts the Mentors Luncheon & Career Symposium for undergraduate students interested in finance, business, and the related fields as...

Few terms grab the collective attention of citizens in a democracy more than “Marxism.” Defined loosely as a classless society, it reflects the social, political, and economic theories of its chief architect, Karl Marx, a German philosopher who collaborated with Friedrich Engels to author “The Communist Manifesto” in 1848. Marxism is often used interchangeably with the word “socialism,” an economic and political theory advocating collective ownership and administration of the...

After experiencing one of their worst Januarys in recent memory, US equity markets staged an impressive recovery that accelerated during the last few weeks of the year. Questions concerning a deceleration of growth, particularly in the emerging markets, gave way as the year progressed; economic data improved and “animal spirits” appeared to rekindle as investors took a positive view of President-elect Trump’s campaign promises. The year proved to be a...

FOR IMMEDIATE RELEASENew York, NY, February 1, 2017 - Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Managing Director and Consultant Jim Russo will be presenting at the JFNA Investment Institute held by the Jewish Federations of North America (JFNA). The event will take place Feb 12 - 15 at the PGA Resort and Spa in Palm Beach Gardens, FL....

There are many biases that can come into play when making decisions; where one lives and works, where one grew up, and the company we keep (and have kept in the past) all play a meaningful and often not readily apparent role. These biases are inherent to being human – everyone has them, and while some are self-aware enough to acknowledge them, others are not. In the work we do...

In the third quarter, risky assets rallied across the globe; almost all major markets posted gains. Year to date, the S&P 500 has risen over 7.8%, the MSCI EAFE (USD) Index is up 1.7%, the MSCI EM(USD) Index is up 16%, and the Merrill Lynch High Yield Bond Index has appreciated 15.3%. Positive economic data, particularly in the US and China, a reprieve from new macroeconomic challenges, and broad investor...

In the second quarter of 2016, equity markets and investors’ expectations were rocked by the results of the UK’s vote to exit the European Union. Prior to the Brexit, the markets seemingly scaled a wall, overcoming obstinate, lingering concerns about lackluster global growth. The IMF projects that global GDP will grow 2.4% this year – a positive number, but one which leaves some market participants uneasy given the extraordinary stimulus...

In late 2007, Warren Buffett challenged hedge fund-of-funds Protege Partners to a bet. Mr. Buffett wagered $1,000,000 that an investment in the S&P 500 would be worth more after ten years than an equal investment in five fund-of-funds selected by Protege. The market was merciless from the start, delivering a global financial crisis that provided a very strong start for the hedge fund portfolio. Fast forward to today, and Mr....

US equity markets ended the first quarter of 2016 with a modest gain of 1.3% after recovering from their worst start in modern market history. Equity indices were battered in early January; market turmoil abroad, specifically in China, sparked a global move out of risk assets. Uncertainty surrounding the continued drop in oil prices, the health of the financial sector, and concerns over decelerating global growth held even the most...