Daintree Advisors is pleased to announce that Barbara Attardo, Darlene DahlLauren Desforge, Alex Gross, and Mary Shahian have been named recipients of the 2018 Five Star Wealth Manager award as featured in Boston Magazine.  To receive the award, wealth managers must meet 10 objective criteria evaluated via surveys of Boston area households and financial services professionals, as well as independent research.  Five Star Professional, which sponsors the nationwide award program, published its list in the February 2018 edition of Boston Magazine. Wealth Managers do not pay a fee to be considered or placed on the final list of the 2018 Five Star Wealth Managers.  The Five Star award is not indicative of the wealth manager’s future performance.

For more information on the research and selection methodology go to www.fivestarprofessional.com.

Posted: March 28, 2018 | In: In the News

Daintree Portfolios

Unfazed

Are you unfazed by the markets’ lofty valuations? Equity markets do not seem too fazed by much of anything. No matter what disaster or uncertainty came our way during 2017, global equity markets (MSCI ACWI) were up in each month of the year. That is a remarkable result and a measure of calm in the face of extreme political drama, international terror, policy changes, North Korea’s nuclear threat, cyberattacks, hurricanes, wildfires, etc.

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Posted: February 23, 2018 | In: Investment Commentary

Daintree Portfolios

A Winning Hand

This year’s story has been the strength of global stock markets. Equities have moved higher based on better than expected fundamentals including synchronized growth across most economies. Other factors—such as central banks, North Korea, hurricanes, and politics—have not been enough to disrupt an economic environment that could easily be characterized as “good but not great.” The strength of equities outside the U.S. is not surprising given the more attractive valuations in foreign markets. Other themes this year include the strength of high yield bonds, non-U.S. REITs, and gold.

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Posted: February 23, 2018 | In: Investment Commentary

On November 2, 2017, Daintree’s President and COO, Eric Godes, along with Partner and Senior Client Advisor, Barbara C. Attardo, were featured speakers at the New England Wealth & Retirement Conference held at Gillette Stadium. Barbara spoke on a panel entitled “Well-thy” women addressing the industry’s need for more qualified women advisors and how crucial it is for all advisors to understand the female investor and how best to help them navigate the wealth management and financial planning landscape. Eric spoke on a panel to educate advisors on how to build a thriving practice. Clearly not all firms are created equal, and by following best practices and always keeping the client’s best interests first and foremost, you can both build a thriving practice and ensure clients are well served while receiving prudent and personalized advice.

Posted: November 20, 2017 | In: In the News

Market Update: Steady as She Goes?

“Steady as she goes” is a common nautical phrase used when maintaining current course. The command says nothing about a ship’s current surroundings; it can be issued in the calmest of seas or in the most brutal of storms. While the command means to maintain the status quo, it does not mean to drop guard and settle into careless complacency. Vigilance is always paramount while at the helm, as identifying hazardous developments is of the utmost importance. Foresight is equally crucial, as a prompt, and more importantly, proper response to any perilous changes could mean the difference between foundering and continuing forward.

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Posted: July 21, 2017 | In: Investment Commentary

This past June, Daintree employees participated in the J.P. Morgan Corporate Challenge, a series of races held in 13 cities across the world. Over 9,000 runners and walkers from 350+ companies participated in Boston’s race. This year the Corporate Challenge made a donation to The Every Child Fund at Boston Children’s Hospital. Our runners were proud to represent Daintree in this great community event.  

 

Posted: July 21, 2017 | In: Community