While we’ve been calling for increased market volatility for two years, that doesn’t make it feel any better when it happens. The violent volatility of December has been a jarring affair. If you took the monthly returns for the S&P 500 over the last 50 years – 600 months – and ranked them from worst to best, December 2018 would be number 16 on the list. Had the month ended on Christmas Eve at the market’s low, it would have ranked number four on the list. Read more here...
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Biltmore Family Office's investment team was very active allocating client assets throughout the turmoil of 2020. Here, our Chief Investment Officer, Rael Gorelick, reviews last year's results. Listen to the review below, or by clicking here.
2024 Q3 Quarterly Macro Review
2024 Q3 results are in—now we’ll explore where we stand and what’s next after the election.
Family Office Asset Allocation Perspectives - A Look Forward
Biltmore Family Office is an independent SEC-registered advisor to investment-oriented business owners and their families. We work to ensure future generations are prepared to grow and manage the family’s wealth with responsibility, accountability, and respect for legacy.