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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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MarketWise: “The Fed Holds Interest Rates Steady: What it Means for Stocks, Bonds, and Gold”
Sarah DerGarabedian, CFA, our Director of Investment Strategy and Principal, was featured in a recent MarketWise article, “The Fed Holds Interest Rates Steady: What it Means for Stocks, Bonds, and Gold,” by James Royal discussing the Federal Reserve’s latest policy decision and its implications for the markets.
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Investment Commentary: Q4 2025 A Year In Review
Can you believe 2025 is behind us?
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2026 Market Outlook: The Fed, Interest Rates, AI, and More
What’s Up, Fed? 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...
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Investor Brief: It’s Giving…Gratitude
With Thanksgiving already upon us and a new year just around the corner, it’s the perfect time to pause and appreciate what we have. This is particularly important for investors, since it’s so much easier to focus on what could go wrong rather than what has gone right. With markets in positive territory for the...
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Investor Brief: You and Me and the Bubble Makes Three
The late 90’s will be remembered for many things: low rise jeans, Y2K fears, and the inexplicable resurgence of swing music. For stock market investors, the era recalls the meteoric rise and subsequent popping of the dot-com bubble. With artificial intelligence dominating financial headlines, the stock market reaching new highs, and kids raiding thrift stores for...
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Investor Brief: Gold is Through the Roof and Everyone’s in Debasement
The Wall Street Journal recently published an article about “a new Wall Street trade powering gold and hitting currencies” and it’s been the talk of the town. “Debasement trade” may be a new term for many, but it refers to the purported reasons behind the recent astronomical rise in gold, up over 60% year to...
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Investment Commentary: Q3 2025
Market Shifts and Timeless Strategies
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Investor Brief: Be a Lover, not a Fighter
Perspective on recent rate cuts.
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