The Advisory Blog

Trader at Morgan Stanley Faces Inquiry on Possible Manipulation

Trader at Morgan Stanley Faces Inquiry on Possible Manipulation

Mr. Hadden, a former Goldman partner, was one of the most profitable bond traders on Wall Street.” “But there was more to his story than just stellar financial results. He had left his previous employer, Goldman Sachs, after questions about his trading activity. And now, Mr. Hadden is under investigation over his trading in Treasury futures while atRead more about Trader at Morgan Stanley Faces Inquiry on Possible Manipulation[…]

Opinion Piece: Are Hoosiers Doing Well?

Opinion Piece: Are Hoosiers Doing Well?

The following opinion piece appeared in the Indianapolis Star on Sunday, October 9th, 2016. Matt Will, an associate professor of finance at the University of Indianapolis, writing in the Indianapolis Star in June, referred to recent trends in disposable per capita income to argue that the Indiana economy is running on all cylinders.[1]  As aRead more about Opinion Piece: Are Hoosiers Doing Well?[…]

CHDG’s June 2016 Client Satisfaction Survey: Results

CHDG’s June 2016 Client Satisfaction Survey: Results

Last month we completed our very first survey of client satisfaction, with surveys sent to all clients who have assets under account management with C.H. Douglas & Gray Wealth Management. Of 88 households, 52 returned surveys, both under their names and anonymously. We encouraged as many of our clients to return surveys as we possiblyRead more about CHDG’s June 2016 Client Satisfaction Survey: Results[…]

Results of Routine Secretary of State Examination of CHDG

Results of Routine Secretary of State Examination of CHDG

On May 27th, 2016, the Office of the Secretary of State conducted a routine examination of C.H. Douglas & Gray Wealth Management.  The office examined our financial records, office systems, and management controls and procedures.  Further, the examiner selected 10 clients at random for closer inspection, obtaining copies of their contracts, investment policy statements, performanceRead more about Results of Routine Secretary of State Examination of CHDG[…]

CFA Society Consensus: Negative Interest Rates Are Stunting Economic Growth

CFA Society Consensus: Negative Interest Rates Are Stunting Economic Growth

The CFA Society of Indianapolis held its annual investment symposium last month, with an outstanding line up of strategists, ranging from Jeff Rosenberg of Blackrock to Chen Zhao of Brandywine.  As in any market, there are buyers and sellers, bear and bulls, and among a group of strategists the case is no different, as theRead more about CFA Society Consensus: Negative Interest Rates Are Stunting Economic Growth[…]

In the Midst of January’s Turmoil, This is the E-Mail We Sent to Our Clients:

In the Midst of January’s Turmoil, This is the E-Mail We Sent to Our Clients:

In the midst of the stock market’s record bad start to the year, on January 21st  we sent the following note by e-mail to clients of C.H. Douglas & Gray Wealth Management.  Since its low on the 20th of January, the S&P 500 is now up over 10%, having recovered fully from its January losses and enteredRead more about In the Midst of January’s Turmoil, This is the E-Mail We Sent to Our Clients:[…]

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