February 11, 2019 in News & Events | by Scott Wood

Partnering to Benefit Our Clients: The True North Advisors and Western Research & Management Combination

The partnership between True North Advisors and Western Research & Management has been in the works for some time. Our discussion began four years ago while the firms worked together on several investments to benefit high net worth clients. Geographically, both companies serve high net worth... Read More

May 22, 2018 in News & Events | by Katie Botik

Facebook Scandal:  Four Tips in Response to “Facegate”

The recent Facebook scandal involving Cambridge Analytica improperly obtaining personal information on behalf of political clients is worrisome for a number of reasons. Particularly concerning is the accusation that user data may have been compromised as far back as 2015. How did this happen and go... Read More

May 15, 2018 in News & Events | by Paula Davis

The Facebook Scandal & Cybersecurity for Investors

CEO Mark Zuckerberg’s admittance that Cambridge Analytica improperly obtained Facebook users’ data has caused a predictably sour reaction to the social media platform. Testifying before congress, Zuckerberg verified that controls to prevent such nefarious behavior were not in place and that he,... Read More

March 20, 2018 in News & Events | by Dhruv Maniktala

The Potential Consequences of Steel and Aluminum Tariffs

On March 1, 2018, President Trump announced his intention to impose tariffs on both steel and aluminum imported from outside the US; 25% and 10% respectively. All indications at the time of this writing are that the tariffs would be applied to all countries, Read More

January 16, 2018 in News & Events | by Scott Wood

Your Financial Future: The Tax Cuts and Jobs Act of 2017

By now, you are probably aware that President Trump signed into law the Tax Cuts and Jobs Act of 2017 in late-December. Billed by Republicans as a way to spur economic growth, Democrats have warned of new revenue shortfalls that were possibly introduced. Read More

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2018 03 Market Recap