If life presents you with a medical emergency, it helps to be prepared. Our Head of Family Office Services shares a personal story and provides suggestions for how to be ready for such a situation.
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The behavioral biases that cause us to ignore overwhelming odds and fill out March Madness brackets are innate. They’re also the same traits that lead to illogical investment decisions. Learn more about how the Affect Heuristic and the Illusion of Validity influence our investment decisions in the same way they make us cheer on underdogs, and root for teams we may have never followed before.
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We’re not in the business of making forecasts at SineCera Capital. Rather, we’re focused on building a risk-balanced portfolio that we think serves our clients well without relying upon any market predictions. Understandably, we were quite happy with how our All-Weather Core portfolio performed in 2020, but knew that the law of averages could come into play in 2021. So how to our risk-balanced portfolio do? Better than we initially expected.
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While some LPs may applaud Sequoia’s move to consolidate investments into an open-ended vehicle, blurring the lines between what makes a private market and public market manager successful may only lead to disappointing results.
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Why has the market’s reaction to the Fed’s plan to reduce its current bond buying program been so different than the “taper tantrum” of 2013? It’s odd to recall that following the Financial Crisis many viewed the Fed’s balance sheet as too large. Oh, if they could see it now! The power of hindsight may have tempered investors’ concerns, but don’t get complacent.
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“What percentage of my portfolio should be allocated to alternative investments?” To answer this, many allocators turn to the “Endowment Model” as a guide. Unfortunately, for the high-net-worth investor with unique needs and preferences, the Endowment Model isn’t a one-size-fits-all solution. And unlike public market investments where you can quickly deploy capital, alternative investments require an active liquidity management strategy to balance target allocations. This article talks about a few key points to consider when committing to illiquid private market investments.
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You’ve been through it all – admissions counselling, college nights, test prep, campus visits, applications – and now the big day is fast approaching. Are you ready? No matter how much you prepare, this is a time fraught with emotions and wondering if you’ve done enough to prepare. Here are a few tips for families about to send their child off to college.
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After reviewing thousands of prior investments, financial advisors often develop a good “feel” for what sets a good deal apart. However, experience and common sense analysis is simply not enough. It certainly helps, but where’s the accountability in that? At SineCera Capital, we’ve established written policies and best practices that cover both the art and science of investment due diligence.
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Some form of remote work is here to stay. Here are 5 ways to improve work/life balance and deal with the stress that comes from never turning it off.
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