Blog
David S. Waddell
October 1, 2025
Blog
Shelly Baker
August 13, 2025
Blog
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
Blog
Show Me The Money!
Central banks worldwide spent much of 2022–2023 draining the liquidity they had pumped into markets after COVID to combat accelerating inflation. Since then, inflationary pressures
Matt Gentzkow
September 26, 2025
Blog
A Risk Management Cut
The Fed convened last week and cut base interest rate policy by 0.25%. In the press conference that followed, Fed Chair Jerome Powell described this
Matt Gentzkow
September 19, 2025
Blog
Lower Jobs, Higher Stocks
Recent reports on the state of the US labor market have been dispiriting to say the least. Last Friday, the Bureau of Labor Statistics (BLS) released
David S. Waddell
September 13, 2025
Blog
The Boys of Fall: Powell, Trump, and the Data
September and October have always carried weight in markets. They’re months when volatility tends to pick up, mutual fund fiscal years come to an end,
Matt Gentzkow
September 5, 2025
David S. Waddell
Checking the Boxes
As a Philadelphia Philles baseball fan, I often spend late August dreaming of “Red October”. With 162 games played in a season, baseball is an endurance
David S. Waddell
August 22, 2025
Weekly Insights
Then and Now
The first half of 2025 has been anything but dull. In my blog posts so far this year, I’ve covered everything from policy shifts in
David S. Waddell
August 17, 2025
Blog
Navigating Family Wealth Management: How to Align Values, Expectations & Responsibilities
Three generations sit in the same room. They’re all speaking English, but they might as well be using different languages when it comes to money.
Shelly Baker
August 13, 2025
Blog
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
Blog
Show Me The Money!
Central banks worldwide spent much of 2022–2023 draining the liquidity they had pumped into markets after COVID to combat accelerating inflation. Since then, inflationary pressures
Matt Gentzkow
September 26, 2025
Blog
A Risk Management Cut
The Fed convened last week and cut base interest rate policy by 0.25%. In the press conference that followed, Fed Chair Jerome Powell described this
Matt Gentzkow
September 19, 2025
Blog
Lower Jobs, Higher Stocks
Recent reports on the state of the US labor market have been dispiriting to say the least. Last Friday, the Bureau of Labor Statistics (BLS) released
David S. Waddell
September 13, 2025
Blog
The Boys of Fall: Powell, Trump, and the Data
September and October have always carried weight in markets. They’re months when volatility tends to pick up, mutual fund fiscal years come to an end,
Matt Gentzkow
September 5, 2025
David S. Waddell
Checking the Boxes
As a Philadelphia Philles baseball fan, I often spend late August dreaming of “Red October”. With 162 games played in a season, baseball is an endurance
David S. Waddell
August 22, 2025
Weekly Insights
Then and Now
The first half of 2025 has been anything but dull. In my blog posts so far this year, I’ve covered everything from policy shifts in
David S. Waddell
August 17, 2025
Blog
Navigating Family Wealth Management: How to Align Values, Expectations & Responsibilities
Three generations sit in the same room. They’re all speaking English, but they might as well be using different languages when it comes to money.
Shelly Baker
August 13, 2025