Matter’s Founder Kathy Lintz Reflects on 30 Years
This month, Matter Family Office is celebrating 30 years of helping families thrive. We spoke to Matter’s founder Kathy Lintz, about the firm’s unique approach to managing wealth, what she …
Acknowledging Uncertainty – Where Do We Go From Here?
By Thierry J. D. Brunel Chair, Investment Committee At one point in April, Business Insider estimated that a third of the world’s population was under some form of lockdown …
How Are Managers Navigating This Environment? Looking Below the Surface of Our Portfolios
By Thierry J. D. Brunel Director, Matter Family Office The last month and a half has seen some historic moves in both equity and bond markets. Based off of daily closing prices on the …
Tax Filing Due Date Extension FAQs
By Kirby Ott, MBA, Managing Director, & Ashley C. Martin, CFP ®, MBA, Associate Director, Matter Family Office OVERVIEW As you are likely aware, the federal income tax filing due date has been automatically …
How Might the CARES Act Impact You and Your Family?
By Kirby Ott, MBA, Managing Director, & Ashley C. Martin, CFP ®, MBA, Associate Director, Matter Family Office Over the last few weeks, we have all been processing a …
March-End Market Snapshot
By Thierry J. D. Brunel Director, Matter Family Office One of the foundational principles of investing is the concept of valuation. As you can imagine, for such a broad concept, …
March-End Economic Snapshot
By Thierry J. D. Brunel Director, Matter Family Office For the most part, economic data will show some level of lag depending on the data point and frequency. The Conference Board Leading …
Update on the Evolving Environment Amidst the COVID-19 Pandemic
By Thierry J. D. Brunel Director, Matter Family Office While our initial thoughts are clearly on the human toll of this pandemic, we wanted to send some commentary as we systematically think …
Coronavirus Update: What is the Right Treatment Plan for Your Investments?
By Thierry J. D. Brunel Director, Matter Family Office We are writing to put some context around the news that continues to evolve regarding the coronavirus outbreak. With stock markets having sold off …