Resources

You are here:

Category: Investment Management

Bitcoin: Buy, sell, or hold?

Bitcoin has been a highly debated topic among investors for more than a decade. It recently made headlines due to its rapid price acceleration and volatility – rising from $10,000 to more than $60,000 per Bitcoin over the last 10 months. In my latest Investment Insights article, I share our current view on Bitcoin. WANT […]

Investment Update & Economic Outlook: One Year After Covid Began

It has been a little over a year since our lives were shook by COVID-19 shutdowns across the United States. The damage to the economy was substantial last year, but now many want to know what happens next? In this clip from our latest economic outlook video, we discuss what we are watching for: WANT […]

Chief Investment Officer Eric W. Bennett Goes Inside the Investment with Frank M. Sands

Chief Investment Officer Eric W. Bennett, CFA, hosted a virtual conversation with Sands Capital Management Chief Executive Officer and Chief Investment Officer Frank M. Sands, as part of Tolleson Wealth Management’s Inside the Investment series. Sands discussed the nuances of innovation investing and how he led his firm to success by identifying the differentiated leaders […]

The Future is Coming: How to Invest in It

Much of the focus in the investment world surrounds what is going to happen in the next 12 months. In 2021, the current near-term focus includes the ongoing effects of COVID-19 on the economy, the side effects of the huge financial stimulus from the Fed and Congress, and policy and tax changes from a Biden […]

Investment Diligence During a Global Pandemic

Like many institutional-quality investment teams, we follow a rigorous process conducting due diligence on outside asset managers to research new and existing investment options. In addition to traditional investment research processes, like data analytics and interviewing key decision makers, we also employ other techniques to ensure we are making the best decisions possible on behalf […]

Chief Investment Officer Eric W. Bennett talks with Family Wealth Report about Distressed Credit

Distressed assets and default situations are a hot topic in today’s current climate. Family Wealth Report writer Charles Paikert invited Chief Investment Officer Eric W. Bennett to share his insight on the topic and investment opportunities he foresees in the future. Bennett explains what he believes wealth managers should be discussing with their clients about […]

Chief Investment Officer Eric W. Bennett Hosts Michael Gregory for a Special Edition of Inside the Investment

Chief Investment Officer Eric W. Bennett and Tolleson Wealth Management’s Investment Team hosted a virtual interview featuring Michael Gregory to discuss investing in biotechnology amid a pandemic. Gregory is Co-Managing Partner and Co-Founder of Avidity Partners, serving as Director of Research and President. For more than a decade, he has been a respected healthcare investor […]

Investment Update

Fears from the spreading Coronavirus caused turmoil in the financial markets last week. The S&P 500 dropped 11.5% and is now down 8.5% for the year. Non-US stocks fared slightly better, with the MSCI ACWI-Ex US down slightly more than 8% for last week. While losses of this magnitude are normal over the course of […]

Investment Manager Sarah Wiewel Digs Deep on Impact Investment Trends

Investment Manager Sarah Wiewel facilitated DFW Sustain and the DFW CFA Society’s Impact Investment panel on Sept. 5. As moderator, Wiewel navigated Jennifer Signori’s and Tucker Pribor’s conversations about incorporating impact investments into traditional asset allocations. Jennifer is Senior Vice President at Neuberger Berman on the Environmental, Social, Governance (ESG) and Impact Investing team. Tucker […]