News & Media

The debate of who belongs on the investing world’s Mount Rushmore carries no shortage of candidates who’ve earned their way into conversation

Separation of party and portfolio has long been our mantra. With the midterm elections upon us, we’d like to take a second to remind investors of this once again.

The year has proven to be an exceptionally interesting time to be alive in the global capital markets that, up until the start of October, saw very strong, above-average paced U.S. equity market returns.

The first 273 days of the year are in the books and assuming your focus is on the United States equity market, it’s been quite an impressive year.

Eduardo Gruener on Amazon in The Virginian Pilot

In 1995, the parents of Amazon founder Jeff Bezos may have made the most successful venture investment of all time.

Dry powder. Liquidity. Scratch. Paper. It seems that investors and those responsible for the building and management of portfolios have no shortage of nicknames for their cash position.

Market pundits and commentators are quick to bring up individual companies that have outpaced the market considerably over various time frames

Coming off one of the greatest statistical anomaly calendar years for U.S. equities in 2017, the first three months of 2018 followed suit with its own unique environment for multi-asset investors.

“Know what you own and why you own it.” Peter Lynch earned his way into the Mt. Rushmore conversation of investors.

You’ve done all of the hard(er) work. The entire process of seeking out investment advice, learning what it takes to reach your goals, building the relationship with your advisor.

GFG Co-Founder Eduardo Gruener explains in the Miami Herald why your home carries a closer resemblance to a liability than it does an asset.

FundFire reports that “family offices are putting ‘relentless pressure’ on external management fees as they seek to offset higher costs they face in other areas, according to a survey from Family Office Exchange.”

Eduardo and Mauricio Gruener, co-founders of GFG Capital, will be featured speakers at the Private Wealth Management Summit in Palm Beach, Florida in early June.

The starting point for most investors (in the U.S.) typically is the S&P 500. This index is oftentimes synonymous with “the market” as it represents ~80% of the U.S. investible universe

GFG Co-Founder Mauricio Gruener was featured in Campden FB, discussing the four steps to planning for family governance without borders.

Yield curves, flattening, inverted, recessions, 2-10 spread, risk premia: these all might sound like answers to a Family Feud category if Steve Harvey said to name something that is confusing investors today.

“If I gave you $X, what would you buy today?” This question was posed to us this week during a client conference call. A fairly straight forward question, but one that doesn’t exactly have a straight forward answer.

It wasn’t even two months ago that the market was throwing a complete temper tantrum and volatility burst through the wall like the Kool Aid Man.

Judging by market reactions, talks of trade wars appear to be as dangerous as trade wars themselves

After the first three months of trading in 2018, investors have been swiftly and not so politely reminded of one of the fundamental characteristics of markets.

The moves in the market last week carry much more weight in our eyes than what happened in February. February’s market behavior was not the result of a single culprit, but instead a natural market breather attributable to a basket of reasons.

Trust issues. The pitfall to any relationship. Your relationship with your advisor is no different. You’ve entered a relationship with someone, or a team of individuals, who are qualified to help you reach your financial goals.

Risk within the discussion of investing tends to mean different things to different people. Most commonly, risk is perceived as volatility in price swings.

Extremely low (non-existent in some cases) yielding opportunities have forced investors to ignore the $400T gorilla in the room to a certain extent, while they’ve sought out alternative opportunities in the equity market.

In an economy a long time ago, in a country not far, far away at all... A period of economic depression.

There’s a paradigm shift unfolding right in front of our eyes. The most encouraging part? This evolution of public demand for accountability is being driven by some of the smallest, and youngest, voices we have.

“Just buy the ETF and you’ll be fine.” This, or some derivative of it, has probably been said to each and every one of us in our investing experiences.

Half of the world’s population is female. While that might seem like it’s pretty logical, the fact that women only account for half of the humans, doesn’t mean they carry half of the influence.

Day to day, we encounter limitations (actual and psychological) placed on everything around us by some measurement of time. Practical or not, these limitations of time and age trickle down to the deep crevasses of our mind, subconsciously dictating our perception of reality.

Return on investment. What is it? Well, it’s pretty simple really; you put capital in and you get something in return. But what if it didn’t have to stop there?

Stock picking is sexy. It’s what gets talked about at cocktail parties and happy hour. There are secret Slack channels dedicated to it. “I got a tip about this company that’s going to be the next Amazon, want to hear about it?”

There’s one topic that chronically makes its way into investors’ inboxes with attention-grabbing subject lines that often leads them to looking to be proactive (which we applaud in practice), and that’s volatility.

Recent comments from U.S. leaders have thrusted the dollar back into the spotlight, so here is some food for thought on what you’ve been hearing about the greenback.

What is it? What does it mean to me? Why does it matter? How much can I take on? How much should I take on?

Past performance is not indicative of future returns. You’ve read it on just about every piece of commentary or marketing material pertaining to an investment proposal.

In light of the moves across markets over the last few sessions it is important to take a moment to address some of the causes of these gyrations and how we should be digesting them.

The internet’s exponential expansion couldn’t have been anticipated. What has been treated similarly to the autobahn to this point is now in jeopardy of having new lanes carved out, tolls enacted and speed traps set in place.

If you didn’t heed the warnings coming into 2017 to knock down the borders of your portfolio, then you might have left some performance on the table. The good news is, the themes we’re about to dive into point to some of these trends continuing, so it may not be too late.

GFG Capital Founder Mauricio Gruener Comments to FundFire About The Growth of Family Offices

Disruption. It’s what moves us forward as a society. Often times led by technology, disruption is what helps us evolve as individuals as well as investors.

Last Friday while the majority of us called it quits for the week, it seems like the U.S. Government decided to put in overtime.

Eduardo Gruener, founder of GFG Capital, was featured in an article published in CityWire magazine discussing the impact of technology in the wealth industry.

This word has six letters and it starts with a ‘b.’ Can you guess it? Bubble.

Stocks and bonds moved largely in unison during the third quarter of the year as global equity and bond markets managed positive periods across the board.

In our commentary looking ahead to the third quarter, we discuss our views on asset classes, market drivers that will affect the global financial markets in the coming third quarter.

In this piece, we will cover many of the themes that are driving investments within Mexico today, ranging from macro trends, equities, fixed income and currency.

In our commentary looking ahead to the third quarter, we discuss our views on asset classes, market drivers that will affect the global financial markets in the coming third quarter.