Equifax data breach – actions to consider to protect your personal information
Below is a letter we shared late last week with clients in response to the massive data breach at Equifax. Please note specific guidance may change due to more recent developments (for example, under pressure from attorneys general, Equifax will not prevent those inquiring about their status to waive their right to legal action, and Read More
In search of smart, interesting people
Sometimes we are inspired by a tweet, or an article, or a tweet about an article. The good folks at Farnum Street (Jeff Annello via @mungerisms) brought a New York Times op-ed about networking to our attention with some sharp commentary that really resonated with an important extension of our business. At North Forty Two Read More
When we work for free
There are times when we provide valuable guidance at no additional charge when our colleagues in the industry profit handsomely from it. And despite what our management consultant friends say, that’s fine. Saving for college is one of the most daunting challenges around for our peer group. Tuition inflation rates have historically run at twice Read More
The value of fiduciary counsel is 4% annually
Investment manager. Financial planner. Business advisor. Behavioral coach. Life counselor. We wear a lot of hats for our clients, and we can deliver a tremendous amount of value for what we charge (and don’t charge!) for those services. One question that occasionally arises is how to quantify that value in real terms versus our fees, which Read More
What is the difference between investment management and financial advice (and why do we do both)?
At North Forty Two & Co., improving financial security for our clients is our purpose., and we provide both prudent investment management and actionable financial advice. Please click below to learn about how we define a holistic relationship encompassing both investment management and financial advice, and how we empower our clients’ financial lives.