News & Events

  • July 2018 – Trade Tensions Escalate: How Serious a Threat?

    By
    YorkBridge Investment Committee
    July 2018

    At the time of this writing, the steady drumbeat of headlines highlighting the threat of trade tariffs have sent shockwaves through the market manifesting in a clear uptick in volatility. But should we be worried? Importantly, successful long-term investing depends heavily on the ability to detach emotional response to the news du jour. Discipline is […]

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  • Financial Planning For High-Net-Worth Women With Stay-At-Home Husbands

    Financial Advisor Magazine
    By
    Jadah Riley
    April 23, 2018

    Women are the breadwinners in nearly one-third of all married and co-habitating households, and that number is rapidly expanding, according to a recent report from the Pew Research Center. Yorkbridge Wealth Partners, a New York City-based wealth management company, is an example of one firm helping high-net-worth bread-winning women navigate financial planning in one-income households. “There’s no […]

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  • April 2018 – Volatility Returns, a Long Overdue Development

    By
    YorkBridge Investment Committee
    April 2018

    Following the mad dash upward in January of both earnings increases and stock prices, the market has abruptly normalized with two brief but intense drops that brought valuations back to pre-tax reform levels. The so-called “January Barometer” effect – which indicates that the market direction for the rest of the year follows January’s performance – […]

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