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John Jennings Publishes First Book: The Uncertainty Solution

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Get started with our top 5 posts in the areas of investment management, family office, and trustee services.

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Forbes
Investment Management

How Investors Can Brace For Election Uncertainty

As the U.S. heads into another presidential election, concerns are growing about potential delays in results and the risk of unrest, especially given the heightened polarization in recent years. After...
John M. Jennings, JD
John M. Jennings, JDPresident and Chief Strategist of St. Louis Trust & Family Office
Forbes
Investment Management

How To Manage Private Equity Capital Calls

Years ago, my colleagues and I were asked to evaluate the investment portfolio of a prospective client family. The portfolio was invested in a mix of traditional assets like muni...
John M. Jennings, JD
John M. Jennings, JDPresident and Chief Strategist of St. Louis Trust & Family Office
Investment Management

Five Steps to Align Your Portfolio with Your Values

When considering how to live a more authentic, meaningful life, most people think of things like spending more time with family, doing volunteer work, or giving money to charity. But...
Anna Sears, CFA®
Anna Sears, CFA®Principal
Forbes
Family Office

What Planning Should You Do Prior To Selling Your Company?

Congratulations! You’ve beaten the odds, built an enduring, valuable company, and are looking to sell it. If you’re like most business owners, you’re primarily focused on working with your investment...
John M. Jennings, JD
John M. Jennings, JDPresident and Chief Strategist of St. Louis Trust & Family Office
Family Office

Considerations for Shared Ownership of Family Property

Looking back, Sam, Jane and Nick’s childhood seemed almost perfect. They grew up in a loving extended family, played sports year-round and traveled. A highlight for the three siblings was their summers spent at Manor Grove, their family estate on the Outer Banks bought by their grandparents in the early 1900’s. When their grandparents died, the estate passed to their father, James, and his sister, Clara...
John M. Jennings, JD
John M. Jennings, JDPresident and Chief Strategist of St. Louis Trust & Family Office

IFOD - Interesting Fact of the Day

John Jennings, President of St. Louis Trust & Family Office, shares thoughtful, interesting and insightful nuggets of information in this daily blog.

December 13, 2024
The Amish Guide to Technology: What You Can Learn from Their Surprising Approach

Sound Smart Series

A Friday fast take on topical subjects from the market and economy.

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Essential Reading

We love reading. Our company Book Club gathers quarterly to discuss select books, podcasts, and more. Here's a list of what we've enjoyed.

St. Louis Trust & Family Office Bookshelf

From the Archive

Browse a selection of our posts from past years sorted by category, or enter specific search terms.

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Sound Smart Series

Is Bitcoin Ready for a Primetime Portfolio Slot?

Did you hear that the price of Bitcoin eclipsed $100,000, which is over a 100% return year-to-date? Bitcoin’s eye-popping performance (along with that of most other cryptocurrencies) gives crypto enthusiasts...
Alex Bates, CFA®, CAIA®
Alex Bates, CFA®, CAIA®Director of Investment Research
Sound Smart Series

Boring is Beautiful: The Secret to Long-Term Investment Success

The financial markets present a dynamic landscape filled with opportunities and challenges. Conventional wisdom might suggest that investors who navigate this terrain with expertise—identifying areas of mispricing or capitalizing on...
Alex Bates, CFA®, CAIA®
Alex Bates, CFA®, CAIA®Director of Investment Research
Sound Smart Series

Crystal Ball Investing: Why Knowing Tomorrow’s News Isn’t Enough

Investors crave certainty, especially in markets that seem increasingly unpredictable. Yet, the outcomes of market movements and economic shifts are inherently unknowable in advance, leaving a gap between what we...
Alex Bates, CFA®, CAIA®
Alex Bates, CFA®, CAIA®Director of Investment Research
Forbes
Investment Management

How Investors Can Brace For Election Uncertainty

As the U.S. heads into another presidential election, concerns are growing about potential delays in results and the risk of unrest, especially given the heightened polarization in recent years. After...
John M. Jennings, JD
John M. Jennings, JDPresident and Chief Strategist of St. Louis Trust & Family Office
Forbes
Investment Management

How The Stock Market Performs After Federal Reserve Rate Cuts

Last month, the Federal Reserve cut the federal funds rate by 0.5% and that’s usually spelled good news for stocks. Data from the past 40 years shows that, after a...
John M. Jennings, JD
John M. Jennings, JDPresident and Chief Strategist of St. Louis Trust & Family Office
Sound Smart Series

From Dormancy to Demand: A.I.’s Role in Nuclear’s Potential Comeback

As I’ve previously written, the data centers that power A.I. require a ton of electricity, raising questions about where all that additional power will come from. Nuclear power might be...
Alex Bates, CFA®, CAIA®
Alex Bates, CFA®, CAIA®Director of Investment Research
Sound Smart Series

Navigating Rate Cuts: What the Federal Funds Rate Means for Your Cash Investments

Holding cash or cash-like investments such as short-term Treasuries and money market funds has been rewarding for the past couple of years. They earn actual interest in the range of...
Alex Bates, CFA®, CAIA®
Alex Bates, CFA®, CAIA®Director of Investment Research
Sound Smart Series

A Compounding Convergence: How Private Market Investments Could Soon Be in Your ETF

In recent decades, investments in private assets like private equity, venture capital, and real estate have experienced remarkable growth, driven by increasing investor interest and a surge in assets under...
Alex Bates, CFA®, CAIA®
Alex Bates, CFA®, CAIA®Director of Investment Research
Sound Smart Series

Private Credit: The Tax Trap Lurking Behind Those Tempting Yields

Private credit has become a hot topic in sophisticated investment circles, and it’s easy to see why. Private credit broadly describes privately traded debt instruments provided by non-banking entities, such...
Jeffrey Meyers, Jr. CFA®, CFP®, FMVA®
Jeffrey Meyers, Jr. CFA®, CFP®, FMVA®Manager
Forbes
Investment Management

Today’s Market Leaders Won’t Rule Tomorrow: The Case For Diversification

Can you imagine Amazon not being the dominant player in online retail? Or Apple struggling to sell its products due to an upstart competitor? Or Microsoft, Netflix, or Google not...
John M. Jennings, JD
John M. Jennings, JDPresident and Chief Strategist of St. Louis Trust & Family Office
Sound Smart Series

Fees and Fossils: Understanding Investment Costs

All three of my kids were fascinated by dinosaurs at one point. We read books on them, looked at fossils, and (obviously) watched Jurassic Park. However, we have yet to...
Alex Bates, CFA®, CAIA®
Alex Bates, CFA®, CAIA®Director of Investment Research
Sound Smart Series

Powering AI: The Hidden Energy Cost of the Tech Revolution

Artificial Intelligence (AI) currently is the most popular and powerful investment trend. Investors are fervently buying Nvidia’s stock and other major tech companies that are directly involved in AI. These...
Alex Bates, CFA®, CAIA®
Alex Bates, CFA®, CAIA®Director of Investment Research
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