Diversification can be one of the most effective ways to help manage risk and create a more stable long‑term investment experience.
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.
Your portfolio should never walk alone.
Separating headlines from fundamentals.
On February 20, 2026, the Supreme Court struck down the core of the Trump administration’s tariff program.
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 one of the strongest internal critics of quantitative easing.1 More recently, he has aligned with arguments for faster rate cuts, asserting that productivity gains could support growth without triggering inflation.2
Can you believe 2025 is behind us?
As we look forward to a new year, it’s worth reflecting on the rather remarkable one we’ve just experienced. The global stock market (as measured by the MSCI All Country World Index) is on track to deliver double-digit returns. The global bond market (as measured by the Bloomberg Global Aggregate Index) is set to round out the year with a total return in the high single digits. All this despite tariff and inflation concerns, a government shutdown, AI bubble talk, and geopolitical upheaval.
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.