Marshall Serwitz

Marshall Serwitz

Marshall Serwitz, in 1969, assumed leadership of his family business. With the sale of the business in 1976, he experienced the challenges of transitioning from illiquid wealth to liquid wealth. Marshall was particularly frustrated by the marketing-driven, superficial services of "wealth management" offerings and the unprofessional manner in which services were provided by institutional "servicing" staff who themselves had no experience or appreciation of affluence. No less disturbing were the poor investment results. In 1989, Marshall approached Bob Sullivan to establish Sullivan & Serwitz with two overriding objectives: to create wealth continuity among generations and promote stewardship of a family's resources

Is the Market Headed Higher or Lower? Are Investors Impostors?

Is a tomato a fruit, or is a tomato a vegetable? Botanically, tomatoes are a fruit. But in 1894 the U.S. Supreme Court (Nix v....

The P/E Ratio and a Bubble of a Different Sort

The advance in stock prices can be attributed to essentially 3 conditions. (1) A recovery in the U.S. economy, albeit feeble; (2) The Euro zone...

Investors Compromised by their Re-Interpretations of Past Events

Every financial instrument – a stock, bond, option, etc. – represents some form of credit. As such, the value of these financial instruments is ultimately...

Retirement Portfolios – Shifting from Accumulation to Distribution

Creating sustainable retirement portfolios is as much art as science. The tendency to view our annual capital projections as only science, due to the mathematics...

Hedge Funds – The Good, The Bad and The Train Wreck Coming

The concept of “hedging”, or protecting investors from volatile and uncertain markets, is not new. In fact, the history of hedging has been traced to...

Human Overconfidence + A Post-Crisis World = Even More Indebtedness

I am endlessly fascinated by the unwitting and reflexive expressions of our genetic programing. No matter how much we may believe we are rational creatures...

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