Bristlecone Blog

As you think about your charitable-giving strategies for 2021 and beyond, here are some key considerations...

After working and living in the United States for several years, you might be contemplating a well-deserved retirement in France (...) As far as financial planning is concerned, there are four key issues that you’ll want to prepare for, some years or months before you move.

Equity markets continued their strong march upward in the second quarter, though leadership among sectors and asset classes shifted somewhat as investors grappled with conflicting data on the pace of economic recovery, as well as mixed signals on monetary policy from the Federal Reserve. Nevertheless, every asset class in client portfolios once again notched positive returns for the quarter (...)

In the wider world, hope for a return to normal, or an even better new normal, is steadily gathering steam. There is light at the end of this pandemic tunnel, but the journey has been long and hard.

In the next few decades, the global economy will need to lower its carbon footprint and continue improving social and governance standards. This will be disruptive and provide both investment opportunities and risks. For environmentally and socially concerned investors, what are the options?

Your online security and privacy are important to us. Read on for tips and other ways to stay safe.