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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.

Investment Commentary: Q2 2025

Hello everyone, and welcome to the summer edition of the investment commentary.

Investor Brief: Historical Market Responses to Global Conflict: Short-Term Volatility vs. Long-Term Trends

The conflict between Israel and Iran has captured global attention and created uncertainty in financial markets. Over the weekend, the U.S. conducted targeted airstrikes on Iranian nuclear facilities. The situation is still evolving, and there are many views on what might happen next.

Investor Brief: Debt, Deficits, and Downgrades

We have received quite a few questions from clients regarding the budget deficit and our increasing national debt. How much of a problem is our nation’s fiscal trajectory? What about Moody’s recent downgrade of the U.S. credit rating? And what is the impact on investment portfolios? Let’s tackle these questions one at a time.

Investor Brief: Markets Hate Uncertainty

Markets hate uncertainty. Since President Trump’s April 2 “reciprocal” tariff announcement, the news has been moving fast.

Investor Brief: Trade Winds-Tracking the Latest Tariff Strategy

Every pencil has an eraser for a reason.

Investment Commentary: Q1 2025

As spring begins, so does a season of renewal and growth. The first quarter of 2025 certainly roared in like a lion, with tariffs and trade dominating the spotlight.

MarketWatch: George Padula—This precious metals fund notched a 35% return this year

Understanding the key drivers of precious metals.

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Investments

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