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Investor Brief: Give it to Me Strait
As of May 1, 2026, the United Arab Emirates (UAE) has formally withdrawn from OPEC and OPEC+, ending nearly six decades of membership.1 On its own, that’s a notable development: a major producer stepping away from coordinated supply management in pursuit of greater flexibility. Coming on the heels of the functional closure of the Strait...
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Evidence‑Based Investing
Investing can feel unpredictable in the moment. But historically, over long time periods, disciplined, diversified approaches have supported more stable long‑term outcomes.
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Why Diversify and Rebalance?
Diversification can be one of the most effective ways to help manage risk and create a more stable long‑term investment experience.
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Investor Brief: Are IPOs a Mission to Mars or Grounded on Takeoff?
An initial public offering (IPO) is the process by which a privately held company first offers shares to the public and begins trading on a public stock exchange. While IPOs often attract outsized attention and headlines, they are best understood as a capital markets transaction, not a guaranteed investment opportunity.
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Investment Commentary: Q1 2026
As a native New Englander, I grew up cheering the Red Sox and I am happy to say my daughters do the same.
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How Financial Planning and Portfolio Management Work Together
Your portfolio should never walk alone.
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Investor Brief: Private Credit
Separating headlines from fundamentals.  
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Investor Brief: Understanding Market Reactions to Recent Global Events
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Investor Brief: Tariff Policy in the Spotlight Again
On February 20, 2026, the Supreme Court struck down the core of the Trump administration’s tariff program.
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Investor Brief: Musical (Fed) Chairs
President Trump’s January 30, 2026, announcement nominating Kevin Warsh as the next Chair of the Federal Reserve (Fed) marks a meaningful development for monetary policy and the broader economic landscape. Warsh, who served on the Federal Open Market Committee (FOMC) Board during the global financial crisis, has historically been viewed as an inflation hawk and...
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