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The Vol of Fall
November has brought about a more turbulent stretch for markets. The longest government shutdown in history officially ended this past Wednesday, but not all sources
Matt Gentzkow
November 14, 2025
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Weekly Insights
For Phyllis
Corporate culture isn’t something you install, it’s something you express. It’s the fusion of the passions, values, capabilities, and personalities of the people within a
David S. Waddell
November 8, 2025
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‘Tis The Season?
The Full Story: This week contained a cornucopia of market-moving morsels. Fed action, earnings action, tariff action, and year-end positioning pressed all three major stock
David S. Waddell
November 1, 2025
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Why Financial Plans (Not Market Headlines) Should Drive Asset Allocation
How to Build Portfolios That Serve your Goals Instead of Chasing Returns A client walked into our office last month with a portfolio that was
Robby J. Graham
October 31, 2025
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All-Time is Long Time
As markets climb to new all-time highs, it’s natural to feel a bit uneasy. After all, buying stocks when they’re most expensive feels counterintuitive. Many
Matt Gentzkow
October 25, 2025
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Spooktober
Markets have finally fulfilled their seasonal promise of declining as we approach All Hallows Eve. Those who have known us for a long time know
David S. Waddell
October 17, 2025
Weekly Insights
The Upside to the Shutdown
After an Oval Office impasse Tuesday evening leaving the continuing resolution bill unsigned, the US government began furloughing non-essential services and employees. At stake? The
David S. Waddell
October 5, 2025
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The Strategic Questions Every Sophisticated Investor Should Ask Right Now
When and how to adjust positioning in rising markets As markets continue to push higher, I’ve been asking myself: what are the strategic questions investors
David S. Waddell
October 1, 2025