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Can you believe 2025 is behind us?

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...

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...

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...

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...

Investment Commentary: Q3 2025

Market Shifts and Timeless Strategies

Investor Brief: Be a Lover, not a Fighter

Perspective on recent rate cuts.

Investor Brief: Should Actively Managed Funds Get a Yellow Card?

Twice a year, the S&P Dow Jones Indices publishes the SPIVA Scorecard (S&P Indices Versus Active), which compares the performance of actively managed mutual funds to their benchmark indices across various regions and asset classes. Their most recent scorecard shows that a majority of actively managed domestic equity funds underperformed their benchmarks in 2024.

Investor Brief: Bitcoin and Cryptocurrencies

“Tales from the Crypt-o”

Investor Brief: International Equities and the Case for Diversification

In today’s interconnected global economy, a common debate among investors is how international equities should be represented in a well-constructed portfolio. With ever-changing economic conditions, geopolitical developments, and varying growth trends, investors should carefully consider how much global equity exposure should be reflected in their portfolios.

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Investments

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