Generated by All in One SEO v4.9.3, this is an llms.txt file, used by LLMs to index the site. # Equitas Institutional-quality investment services designed for individuals and families. ## Sitemaps - [XML Sitemap](https://equitas.capital/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [National Debt: Biggest Risk Facing the Nation](https://equitas.capital/nationaldebt/) - COM Investors today face no shortage of threats—from inflation and interest rates to geopolitical turmoil and emerging technologies - [The Truth About Capitalism](https://equitas.capital/truth-about-capitalism/) - David Thomas Guest column: The Truth About Capitalism Read the full article at NOLA.COM Capitalism has lifted more people out of poverty than any other economic system in history. Communist China proved this. While maintaining its communist political structure, China embraced capitalistic market reforms in the late 1970s. According to the World Bank, those reforms - [An Endowment Could be a Non-Profit’s Smartest Move](https://equitas.capital/endowment-smartest-move-for-non-profits/) - Imagine your non-profit having steady, reliable income to fund both your mission-driven programs and the essential overhead that keeps everything running for decades to come. Imagine no more choosing between paying staff and delivering services. Imagine no more watching rising costs quietly erode your impact. Imagine no more depending entirely on unpredictable donations and restricted grants. The history of the market delivers a consistent reminder: neither trees nor stocks grow to the sky or to space. Assumptions of infinite growth within our finite reality have proven costly time and again. - [Trees Do Not Grow to Space](https://equitas.capital/trees-do-not-grow-to-space/) - Trees Do Not Grow to Space - SpaceX launched their historic IPO on June 12, 2026, the largest in history with valuations surpassing 2 trillion dollars. Equitas explains what it means for investors. - [David Thomas Honored at Wealth Institutes 40th Anniversary](https://equitas.capital/investments-wealth-david-thomas/) - David Thomas Honored by Investments & Wealth Institute Read the full article at Investmentsandwealth - [Equitas Evergreen Fund: Best Multi-Manager Fund](https://equitas.capital/lp-best-multi-strategy-multi-manager-fund-equitas-evergreen-fund/) - LP: Best Multi-Strategy – Multi-Manager Fund: Equitas Evergreen Fund, LP Equitas CEO and Founder, David Thomas voiced his appreciation and pride over winni... - [Investor Strategy Adjustments for Rising Interest Rates](https://equitas.capital/rising-interest-rates/) - A balanced portfolio, and one meant to withstand rising interest rates, includes investment in companies with pricing power - [David Thomas on Equitas 20th Anniversary Wealth Future](https://equitas.capital/q-and-a-david-thomas/) - Equitas Founder David Thomas talks with City Business about Equitas' 20th anniversary and the future of wealth management With 20 years in business, Equitas ... - [Playing with Fire: Guide to Sky-High Stocks](https://equitas.capital/playing-with-fire/) - Playing with Fire Equitas Capital's Guide to Sky-High Stocks As we end the third quarter of 2025, the U - [Rachel Kaplan Named President of Equitas Partners](https://equitas.capital/rachel-kaplan-president-equitas-partners/) - Rachel Kaplan has been named president of Equitas Partners LLC Rachel Kaplan has been named president of Equitas Partners LLC, the entity that manages the f... - [Equitas President Mentors Tulane MBAs on Tech Disruption](https://equitas.capital/tulane-mba-speaker/) - Equitas President Mentors Tulane MBAs on Technological Disruption It was a true honor to return to Tulane University - A - [5 Tips to Protect Your Portfolio from Rising Rates](https://equitas.capital/5-tips-to-protect-your-investment-portfolio/) - Consumers have saved an additional $2.5 trillion in additional savings now vs. pre-pandemic. Earnings are up.So what’s the problem?These indicators are bac... - [Dividend Aristocrats: Building Generational Wealth](https://equitas.capital/dividend_aristocrats/) - Dividend Aristocrats The Ultimate Guide to Building Generational Wealth "Do you know the only thing that gives me pleasure - [Equitas Navigator Funds: Three Years of Outperformance](https://equitas.capital/navigator-turns-three/) - ​ Capital team and partners celebrate a successful benchmark-beating 3 year track record with cake, champagne, and an AI-assisted market close - [When Capitalism Fails: What Investors Need to Know](https://equitas.capital/whencapitalismfails/) - When Capitalism Fails: What the World’s Greatest Engine Doesn’t Tell Investors Capitalism has lifted more people out of poverty than any other economic s... - [Equitas Investment Strategies at Tulane Conference](https://equitas.capital/tulanealternatives2025/) - Equitas Capital at the Tulane Alternative Investment Conference The Tulane Alternative Investment Conference was a huge success - [2023 Investment Review: Magnificent Seven Lead Large Cap](https://equitas.capital/2023-in-review/) - 2023 In Review Defying widespread recession predictions, the S&P 500 stock market index soared an impressive 26% in 2023 - [Shepard Buckman Charts Investment Course for 2023](https://equitas.capital/biz-podcast-shep-buckman/) - Biz New Orleans Podcast: Investment Expert Shepard Buckman Charts a Course for 2023 The S&P 500 hit its high mark on the first trading day of 2022 and never ... - [Derek Fossier Mentors Tulane Algorithmic Trading Club](https://equitas.capital/equitas-capital-advisors-tulane-algorithmic-trading-club/) - Equitas Capital Advisors President Derek Fossier mentoring the Tulane Algorithmic Trading Club Equitas Capital Advisors President Derek Fossier spent the Spr... - [The Dark Side of Dollar Cost Averaging](https://equitas.capital/darksideofdollarcost/) - The Dark Side of Dollar Cost Averaging Most investors understand the power of dollar-cost averaging when building wealth: investing a fixed dollar amount eac... - [Tariff Tantrum 2.0](https://equitas.capital/tariff-tantrum/) - In our last report "The Oncoming AI Bubble" published January 8th, 2025, Equitas warned about high valuations in Large Cap Growth stocks. Now we see tariffs driving new market dynamics. - [Tariff Tantrum 2.0 [Video Webinar]](https://equitas.capital/tariff-video/) - Equitas Capital Advisors President, Derek Fossier, speaks on tariff-driven market locations and what to expect for the rest of 2025 - [Why Smart Investors Must Watch for an AI Bubble Now](https://equitas.capital/smart-investors-watch-for-ai-bubble/) - Why Smart Investors Must Watch the AI Bubble Now Heading into the end of the year, the investment market has given us and our clients plenty to be thankful for - [Fed Rate Cuts - Will Your Portfolio Boom or Bust?](https://equitas.capital/rate-cuts/) - Some expected the Federal Reserve to cut only 25-basis points, but they delivered a 50-basis point cut - [Mastering Fear and Greed](https://equitas.capital/mastering_fear_and_greed/) - MASTERING FEAR AND GREED Warren Buffett once highlighted a peculiar characteristic of human nature:“Pension Funds in 1970 put 100% of new money into stocks... - [Bond Seminar with River Canyon](https://equitas.capital/bond-seminar/) - Bond Seminar with River Canyon Equitas Hosted River Canyon, a world class bond manager, in New Orleans After discovering River Canyon years ago, Equitas and ... - [A Reverse Mortgage on America](https://equitas.capital/reverse-mortgage/) - A REVERSE MORTGAGE ON AMERICA In 2010 we published a KnowRisk Commentary with a greatly simplified description of the US budget called Federal Budget 101 - [Economic Strength](https://equitas.capital/economic-strength/) - We start off with a view of Consumer Savings, Consumer Sentiment, measures for Consumer Credit, the Job Market, and Housing Prices - [Bringing Risk Management to Index Funds](https://equitas.capital/bringing-risk-management-to-index-fundsinflation-interest-rates/) - Bringing Risk Management to Index Funds For many companies the phrase; “We have always done it this way” are famous last words - [How to Lose Half Your Money in Government Bonds](https://equitas.capital/lose-half-your-money-with-government-bonds/) - How to Lose half your money in government bonds Yes, you can lose half your money in government guaranteed bonds - [Permanent Inflation](https://equitas.capital/permanent-inflation/) - Permanent Inflation Total Federal spending for fiscal 2023 stands at over $6 trillion with a projected deficit of $2 trillion by the nonpartisan Committee ... - [Artificial Intelligence (Written by AI)](https://equitas.capital/artificial-intelligence/) - Artificial Intelligence (Written by AI) This is the first KnowRisk Report on the topic of artificial intelligence, written completely by artificial intellige... - [Diving into Investing and a DIY Portfolio](https://equitas.capital/diving-into-investing-diy-portfolio/) - Diving into Investing and a DIY Portfolio Derek Fossier helps Fox 8 Viewers get started Investing Equitas Capital Advisors President, Derek Fossier, speaks o... - [The Warning Label](https://equitas.capital/the-warning-label/) - The Warning Label INVESTMENT GENERAL’S WARNING:Bonds may come with significant risk of rising rates, loss of purchasing power, and inflation It is no se... - [ABCs of Asset Allocation](https://equitas.capital/abc-of-asset-allocation/) - The ABC’s of Asset Allocation “Choosing an asset allocation is one of the most important decisions that investors make - [Inflation & Interest Rates](https://equitas.capital/inflation-interest-rates/) - Inflation & Interest Rates Inflation remains THE topic for today and the Fed continues aggressively raising rates to bring it under control - [Equitas Capital Advisors Wins Hedgeweek Americas Award](https://equitas.capital/equitas-capital-advisors-win-award/) - Equitas Capital Advisors Wins Hedgeweek Americas Award New Orleans-based Equitas Capital Advisors was awarded the Hedgeweek Best Multi-Strategy, Multi-Manage... - [Does Your Financial Advisor Use the “F” Word?](https://equitas.capital/fiduciary/) - A Fiduciary is a financial advisor who makes investment decisions that are in the best interest of the client - [Risk and Volatility](https://equitas.capital/risk-and-volatility/) - Risk and Volatility KnowRisk is focusing on the closely interconnected concepts of risk and volatility this month - [Long-Term Investment Performance](https://equitas.capital/long-term-investment-performance/) - Long-Term Investment Performance Measuring Long-Term Market PerformanceBasic statistical analysis of historical asset returns can reveal the growth rate of w... - [International Investing](https://equitas.capital/international-investing/) - International Investing This month, the KnowRisk series turns its attention to the subject of international investing - [Inflation](https://equitas.capital/inflation/) - In these uncertain times for investors, it is vital to understand what inflation is, how it can affect a portfolio, and some of the best ways to ensure that ... - [Historical Perspectives](https://equitas.capital/historical-perspectives/) - Historical Perspectives When the Levee Breaks: How history can help us understand the recent stock market crash The chart above, which illustrates the unprec... - [Downturns and Recoveries](https://equitas.capital/downturns-and-recoveries/) - Downturns and Recoveries This edition of Equitas' KnowRisk series is focused on the history of stock market downturns, as well as the recovery periods that h... - [Indexes](https://equitas.capital/indexes/) - Checking to see how "the markets are doing" based on the movements of one of the popular stock indexes is water-cooler conversation in offices around the world - [Out of the Comfort Zone](https://equitas.capital/out-of-comfort-zone/) - Out of the Comfort Zone Fear and Contrarian Investing in Uncertain Times You may have found in recent months that simply checking the movements of the market... - [Investor Behavior](https://equitas.capital/investor-behavior/) - When you look at the graphic in one place it appears to stop turning, while other areas continue to turn - [Economic Indicators](https://equitas.capital/economic-indicators/) - Economic Indicators Financial SignpostsAn economic indicator is simply any economic statistic, such as the unemployment rate, Gross Domestic Product, or the ... - [Commodities](https://equitas.capital/commodities/) - Commodities Additional Diversification for an Investment Portfolio In the past, the mere mention of “investing in commodities” conjured up images of bein... - [Portfolio Diversification](https://equitas.capital/portfolio-diversification/) - The asset-allocation decision is one of the most important factors in determining both the return and the risk of an investment portfolio - [Macroeconomics: The world economy](https://equitas.capital/macroeconomics/) - Macroeconomics: The world economy mac·ro·ec·o·nom·ics (mak-roh-ek-uh-nom-iks) –noun (used with a singular verb) “The branch of economics dealing wit... - [Dynamic Risk Management](https://equitas.capital/dynamic-risk-management/) - Dynamic Risk Management GRATHAM’S CAUTIOUS OUTLOOK Jeremy Grantham is one of the current asset allocation gurus on Wall Street - [Ike’s Warning Revisited](https://equitas.capital/ikes-warning-revisited/) - Ike’s Warning Revisited On the 50th anniversary of President Eisenhower’s farewell address, his thoughts on the “military-industrial complex” still r... - [Play Your CARDs Right](https://equitas.capital/play-your-cards-right/) - Play Your CARDs Right Correlation Asset Allocation Rebalancing Reduces Risk Diversification If you play your cards right, things are going to happen ... - [Recognizing an Inflection Point (When You See One)](https://equitas.capital/inflection-point/) - Recognizing an Inflection Point (When You See One) "Those that fail to learn from history, are doomed to repeat it" – Winston Churchill "History teaches us... - [Return-Free Risk](https://equitas.capital/return-free-risk/) - Return-Free Risk THE LONG-TERM BOND MARKET Government bonds represent one of the oldest forms of financial securities - [It’s A (Not So) Small World, After All](https://equitas.capital/not-small-world/) - It’s A (Not So) Small World, After All The iconic Sherman brother’s song written for Walt Disney for the 1964 World’s Fair originally served to invoke ... - [An Interest in Dividends](https://equitas.capital/an-interest-in-dividends/) - An Interest in Dividends THE CASE FOR DIVIDENDS “Do you know the only thing that gives me pleasure - [The Working Retired](https://equitas.capital/the-working-retired/) - The Working Retired One day retirement wealth will be important - at least to those of us still kicking - [Back in the USA](https://equitas.capital/back-in-the-usa/) - Back in the USA As a proud member of the Baby Boomer generation, I can remember the surprise when the large bulge of population arrived at grade school, and ... - [Deep Dive: Floating Rate Bank Loan Funds](https://equitas.capital/floating-rate/) - Deep Dive: Floating Rate Bank Loan Funds Floating Rate Bank Loan Funds Overview Equitas believes that investing in floating rate bank loan funds offers cl... - [The Fed Forecast](https://equitas.capital/the-fed-forecast/) - The answer to that question is important to the US economy, the equity markets and especially the fixed income markets - [Buy Low, Sell High or Buy High, Sell Higher?](https://equitas.capital/sell-higher/) - (The Growth Style of Investing) “The dumbest reason in the world to buy a stock is because it is going up - [Behavioral Finance](https://equitas.capital/behavioral-finance/) - Behavioral Finance For most researchers working in neuroscience, the Holy Grail is to discover how to regenerate the neurons of the brain - [Is it Euro € Time?](https://equitas.capital/euro-time/) - Many US investors have avoided European markets over the last several years as US markets have surged with a strong dollar while other developed markets stru... - [The Great Divide – Passive vs. Active](https://equitas.capital/the-great-divide/) - Active A Market with FANGSA recent Wall Street Journal article addressed the significant change in 2015 from actively managed funds to indexing - [Welcome to the Exponential Age The New Industrial Revolution](https://equitas.capital/exponential-age/) - Welcome to the Exponential Age The New Industrial Revolution Singularity University is a Silicon Valley think tank that offers educational programs and a bus... - [Active vs Passive Investing](https://equitas.capital/active-vs-passive-investing/) - Active vs Passive Investing The evolution in the asset management industry has picked up pace in recent years - [Opportunities Abroad](https://equitas.capital/opportunities-abroad/) - The increased domestic equity performance over international equity has been beneficial to domestic investors but has also created a wide dispersion in valua... - [The Rise of Artificial Intelligence Investing](https://equitas.capital/artificial-intelligence-investing/) - They accelerate the progression of seemingly unrelated technologies, exploding what is possible at a pace that is difficult to fathom - [Invest Long Term – Speculate Short Term](https://equitas.capital/invest-long-term/) - Invest Long Term – Speculate Short Term “The only function of economic forecasting is to make astrology look respectable - [Commodities 101](https://equitas.capital/commodities-101/) - Commodities 101 The S&P 500 posted its worst first half of the year since 1970, down 20% through Second Quarter 2022 - [Living with higher interest rates](https://equitas.capital/living-with-higher-interest-rates/) - Equitas Capital Advisors President, Derek Fossier, speaks on WWL TV about how to manage your money for the long-run - [Baby, It’s (Maybe Getting) Cold Outside](https://equitas.capital/baby-its-cold-outside/) - Baby, It’s (Maybe Getting) Cold Outside How to protect your investment portfolio from rising interest rates - [Bitcoin – Boom or Bust?](https://equitas.capital/bitcoin/) - With the massive surge in price last year, Bitcoin and a plethora of other cryptocurrency investments have dominated recent chatter around investments among ... - [The Cyclicality of Style and Location](https://equitas.capital/cyclicality-of-style-and-location/) - The Cyclicality of Style and Location The capital markets have grouped equities into two main divisions: Growth and Value - [Active and Passive Money Management](https://equitas.capital/active-passive-money-management/) - Active and Passive Money Management A line between active and passive investment funds is set to cross next year - [Yield Curve Inversion](https://equitas.capital/yield-curve-inversion/) - Yield Curve Inversion While the 1st Quarter 2019 saw a much-welcomed V-shape recovery from the 4th Quarter 2018 decline, there are still a few clouds hanging... - [Pick Your Pivot Point](https://equitas.capital/pivot-point/) - Pick Your Pivot Point Growth has the MomentumFor this KnowRisk Report, we are undertaking some research on the pivot points between the Growth and Value inve... - [A Decade in Review](https://equitas.capital/decade-in-review/) - A Decade in Review At New Years’ Eve in 2009, the mood was somber yet cautiously optimistic as the S&P500 had rebounded halfway from its bottom in the Grea... - [KnowRisk® Coronavirus Update](https://equitas.capital/knowrisk-coronavirus-update/) - KnowRisk® Coronavirus Update These are no doubt the “interesting times” from the old Chinese proverb - [CORONAVIRUS (COVID-19)](https://equitas.capital/coronavirus/) - Originally thought an airborne virus which can be contained by masks, corona is now believed to be both airborne and a fecal-oral virus where masks are ineff... - [Why is the Market So Strong & Economy So Weak?](https://equitas.capital/strong-market-weak-economy/) - The Dow Jones Industrial Index fell some 35% in 20 trading days the first three weeks of March as COVID-19 began spreading rapidly globally, but it has since... - [Innovation Disrupt… or be Disrupted](https://equitas.capital/innovation-disrupt/) - This new invention impacted economics, travel, and military to such a degree that population trends across three continents forever changed - [Economic Update](https://equitas.capital/economic-update/) - Economic Update It’s been a while since we issued an update on fundamentals, so we thought we’d roll up our sleeves and dig into the numbers for this qua... - [Inflation – What's the Situation?](https://equitas.capital/inflation-situation/) - Some of those goods are sitting in masses of cargo ships backed up around our ports. The pundits are talking of inflation on the news, almost always with the... - [How high is your EQ?](https://equitas.capital/high-eq/) - 5 million today. The most amazing part is that this is only a 9.1% return. This is approximately the same rate of return the market has averaged for the last... - [2021: A COVID ODYSSEY](https://equitas.capital/2021-a-covid-odyssey/) - 2021: A COVID ODYSSEY Similar to Stanley Kubrick’s 2001: A Space Odyssey, the stock market in 2021 was a COVID odyssey - [Don’t Fight the Fed](https://equitas.capital/dont-fight-the-fed/) - Don’t Fight the Fed To support the economy after COVID, the Federal Reserve massively increased their holdings of mortgages and bonds, totaling $9 trillion... - [Equitas announces the addition of Nicholas S. Thomas](https://equitas.capital/equitas-announces-the-hiring-of-nicholas-s-thomas/) - Thomas, to the company as a Junior Analyst.Nicholas earned his Bachelor of Business Administration degree with a major in finance at Southern Methodist Unive... - [New Orleans CityBusiness Money Makers honors David Thomas](https://equitas.capital/david-thomas-ciybusiness/) - New Orleans CityBusiness Money Makers honors David Thomas: New Orleans CityBusiness honors David Thomas - [Equitas Capital Advisors Promotes Fossier, Hires Punyani](https://equitas.capital/equitas-capital-advisors-promotes-fossier/) - Equitas Capital Advisors Promotes Fossier, Hires Punyani - [How is Your Hippocampus?](https://equitas.capital/hippocampus/) - The press has discovered this power and has become very good at triggering and manipulating emotions - [The State of Oil and Gas](https://equitas.capital/state-of-oil-and-gas/) - The State of Oil and Gas In our Second Quarterly letter of 2016, we welcomed our friends and intelligent investors to the Exponential Age, a new industrial r... - [Market Update](https://equitas.capital/market-update/) - Market Update Part of our work at Equitas includes staying up to date on the latest research from top managers on Wall Street and across the nation - [Sovereign Wealth Funds and Declining Markets](https://equitas.capital/sovereign-wealth-funds-and-declining-markets/) - Sovereign Wealth Funds and Declining Markets Investors are facing stiff challenges as 2016 opened with a bang - [Pessimism Is Popular](https://equitas.capital/pessimism-is-popular/) - Pessimism Is Popular An explosion rocks the Syrian city of Kobane during a reported suicide car bombing by the Islamic State, as seen from the Turkey-Syria b... - [Greece and its Modern Day Trojan Horse](https://equitas.capital/greece-trojan-horse/) - Greece and its Modern Day Trojan Horse The past 5 years have presented themselves with turmoil for Greece as it faces an economic crisis not seen since the y... - [Adapting to Change](https://equitas.capital/adapting-to-change/) - Statehood, automobile, telephone, phonograph, electric lights, indoor plumbing, airplanes, space travel, and more - [Director of Investments Derek Fossier talks to U.S. News](https://equitas.capital/derek-fossier-us-news/) - Director of Investments Derek Fossier talks to U.S. News: Derek Fossier, Director of Investments, talks to U. S. News about the difference between ‘strateg... - [Equitas Announces the Hiring of Shepard A. Buckman](https://equitas.capital/equitas-hiring-shepard-buckman/) - Buckman, CFA, CMT to the company as a Senior Investment Management Consultant.Shep Buckman, a New Orleans native, is a Senior Investment Consultant with over... - [2021 HFM US performance award: Equitas Evergreen Fund](https://equitas.capital/hfm-us-performance-award/) - 2021 HFM US performance award – Equitas Evergreen Fund New Orleans-based Equitas Capital Advisors earned the 2021 HFM top performance award for its Equitas... - [CEO David S. Thomas Talks To U.S. News](https://equitas.capital/david-thomas-us-news/) - CEO David S. Thomas Talks To U.S. News: Director Of Investments Derek Fossier Talks To U.S. News Derek Fossier, Director of Investments, talks to U. S. News ... - [Trees Do Not Grow to Space](https://equitas.capital/trees-do-not-grow-to-space/) - Trees Do Not Grow to Space - SpaceX launched their historic IPO on June 12, 2026, the largest in history with valuations surpassing 2 trillion dollars. Equitas explains what it means for investors. ## Pages - [Home](https://equitas.capital/) - Equitas Capital Advisors provides personalized investment management for high net worth families and institutions in New Orleans. - [News](https://equitas.capital/news/) - Read the latest investment insights, market commentary, and KnowRisk reports from Equitas Capital Advisors. - [KnowRisk® Reports](https://equitas.capital/knowrisk-report/) - Access proprietary KnowRisk reports from Equitas Capital Advisors covering economic trends and market risk. - [High Net Worth](https://equitas.capital/wealthmanagement/) - High net worth wealth management services from Equitas Capital Advisors for families and individuals in the Gulf South. - [Institutional Consulting](https://equitas.capital/institutionalconsulting/) - Institutional consulting services including multi-manager fund strategies and KnowRisk economic research from Equitas Capital Advisors. - [Awards](https://equitas.capital/awards/) - Equitas Capital Advisors recognized for investment performance with awards including Hedgeweek Americas and HFM US Performance. - [Team](https://equitas.capital/team/) - Meet the investment professionals at Equitas Capital Advisors, including CEO David S. 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