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
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
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
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,
The Power of Productivity
The Full Story: You might have missed it, and I wouldn’t blame you. Amid the daily whirlwind of political drama, from a federal takeover of
U.S. Dollar: Implications for Global Returns
As we pass the halfway mark of 2025, one of the important themes shaping the investment landscape is the performance of the U.S. dollar. As
Halftime Highs!
What a roller coaster of a first half! As I’ve told many, the first few months of 2025 have felt like a few years at
The Value of a Good Teammate (and Advisor)
Football is wrapped. Basketball is (nearly) in the books. We’ve officially entered the dog days of summer. With it, US equity markets have rebounded sharply
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
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
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
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,
The Power of Productivity
The Full Story: You might have missed it, and I wouldn’t blame you. Amid the daily whirlwind of political drama, from a federal takeover of
U.S. Dollar: Implications for Global Returns
As we pass the halfway mark of 2025, one of the important themes shaping the investment landscape is the performance of the U.S. dollar. As
Halftime Highs!
What a roller coaster of a first half! As I’ve told many, the first few months of 2025 have felt like a few years at
The Value of a Good Teammate (and Advisor)
Football is wrapped. Basketball is (nearly) in the books. We’ve officially entered the dog days of summer. With it, US equity markets have rebounded sharply