The Potential Sunsetting of the Tax Cuts and Jobs Act
The Potential Sunsetting of the Tax Cuts and Jobs Act by Hooman Amiralai There has been much...
The Potential Sunsetting of the Tax Cuts and Jobs Act
Third Quarter of 2024
Dear Clients, We hope everyone had a nice summer and is starting to enjoy some cooler weather....
Understanding the Fed's Decision to Lower Interest Rates
Discussing How Interest Rates Impact Different Asset Classes
How Falling Interest Rates Impact the Asset Market
The Impact of Falling Interest Rates on Asset Markets By Guy Davis, CFA
Running with the Bull Market
Discussing 2024's Bull Market and Low Volatility
How Will the Election Impact the Market?
Our CEO, Mark McMeans, shares his insights:
What the U.S. Presidential Election Means for the Stock Market
What the U.S. Presidential Election Means for the Stock Market By Gabe Birdsall & Tien San-Lucas
The Upside of Down Markets
The Upside of Down Markets
Second Quarter of 2024
Market Reflections If the story of 2023 was the “Magnificent 7” then there is a strong argument to...
Passive Perils: The Magnificent Seven
“The less prudence with which others conduct their affairs, the greater the prudence with which we...
First Quarter of 2024
2023: Lessons Learned Last year can best be characterized as a year of surprising resilience....
The Importance of Long-term Thinking
“The single greatest edge an investor can have is a long-term orientation.” - Seth Klarman “Only by...