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Superman without Lex Luthor. Sherlock Holmes without Professor Moriarty. The Road Runner without Wile E. Coyote. Dorothy without the Wicked Witch of the West. Harry Potter without Voldemort. Sheriff Brody without Jaws. The Dalmatians without Cruella de Vil. Austin Powers without Dr. Evil.None of those work, not a single one. The simple fact is that heroes need villains, both for their own growth and development and to give life and...

Next month, Samuel Clemens turns 180. The man better known as Mark Twain excelled at social criticism, calling attention to class relations, oppression, slavery, and the failures of Reconstruction through his prolific library of important works. Of course, Twain was also known for his biting observational wit, reflected in a number of notable quotes delivered over his lifetime. One of his more famous – “Reports of my death have been...

How did you spend your money today? Maybe you started at a coffee shop, cringing slightly as you paid mid-single-digit dollars for a morning caffeine jolt. Then you filled your car with a tank of gas, regretting the fact that you seem to drive everywhere when walking or cycling would be healthier and less impactful on the climate. Wracked with guilt, you stopped at a bike shop and bought a...

In 2015, the S&P 500 Index posted a small gain while most global equity benchmarks ended the year in the red. Fixed income markets acted similarly, with lower risk securities flat for the year while their higher risk counterparts declined. For the first time since 2006, the US Federal Reserve raised interest rates, kicking off a new era in monetary policy. While the rate hike was hardly a surprise, it...

During the third quarter, volatility returned and risk assets around the globe declined dramatically as investors’ appetite for risk evaporated. The S&P 500 held up relatively well, declining by 6.4%, while the MSCI EAFE lost 10.2%; emerging markets fared the worst, with the MSCI EM Index declining by 17.8%. Investors’ uneasiness was bolstered by uncertainties surrounding the amount and timing of interest-rate hikes in the US and the prospect of...

Colonial Consulting Director to Speak at Forum for Institutional Investors, Small and Diverse ManagersFOR IMMEDIATE RELEASENew York, NY, June 1, 2016 - Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Managing Director and Chief Investment Officer Michael Miller will be a panelist at Blueprint for a More Effective Institutional Investor/Consultant Exchange at the 13th Annual ConsortiumEast held at the International...

FOR IMMEDIATE RELEASENew York, NY, October 8, 2015 - Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Managing Director Michael Miller and Managing Director Amita Schultes, Ph.D. will be presenting at the FAOG Conference 2015 as part of the annual gathering of the Fiscal & Administrative Officers Group for Community Foundations. The FAOG Conference 2015 will be held at the...

Equity markets ended the quarter with modest gains as investors’ attention shifted between crises in Greece, China, and Puerto Rico. During the month of June the aforementioned captured headlines on a nearly daily basis, while discussions about the timing and amount of the Federal Reserve’s first rate hike took a back seat. Undoubtedly, each of these crises has its own set of extenuating circumstances and risks, but long term investors...

Few things can compete with a good book in the summertime. Whether you've migrated to the world of digital ink or prefer something in hard cover or paperback, finding a good book is a treasure, and these next few months offer an extra-special invitation to sit outside and get lost in absorbing stories and characters. One book flying off shelves (and servers) right now is David McCullough’s “The Wright Brothers,”...

Managing Director Brian Crawford recently sat down with Privcap, a media company serving participants in the global private capital markets, to share Colonial’s insights about investing for foundations and endowments and considerations for investing in private capital. During the interview, Mr. Crawford discussed Colonial’s approach and how its unique characteristics help distinguish it from other firms to provide in-depth investment advisory services so that its clients meet their financial objectives...