From Protest to Portfolio
How France's civil unrest ripples through financial markets, and what it's teaching investors right now A Note From Our Investment Team At our most recent investment meeting,... more
Markets & Economy: The Fed Hikes, Oil, and the Midterms
Three things are competing for investors' attention right now: oil near $100 as the Iran conflict resumes, a Federal Reserve that just raised rates for the first... more
Special Update: Conflict in Iran and the Persian Gulf
As you have seen in the news, the U.S. and Israel have launched military strikes against Iran, targeting its leadership, military assets, and nuclear infrastructure. Iran's Supreme... more
What the Supreme Court’s Tariff Decision Means for Your Portfolio
After nearly a year of uncertainty around trade policy, the Supreme Court ruled that recent tariffs were unconstitutional, effectively changing the rules of the game. But as... more
Market Update: Volatility Amid AI and Fed Uncertainty
In November, markets experienced a brief period of volatility that affected many asset classes. While major indices have delivered strong year-to-date returns across stocks, bonds, and international... more
Key Perspectives on Jobs and Mixed Economic Signals
Investors often find themselves looking in the rearview mirror even when they know that what lies ahead is most important. Recent reports, which are naturally backward-looking, have... more
Lessons from Warren Buffett for Today’s Market
A key principle of investing is that patience, discipline, and maintaining a long-term perspective are what drive financial success. Perhaps no investor has captured this wisdom as... more
The Bigger Picture on U.S. and China Tensions
Trade tensions between the United States and China have escalated in recent weeks, with both countries implementing unprecedented tariff increases. For the moment, the U.S. has raised... more
Special Update: Tariffs and the Market Reaction
On April 2, President Trump announced new tariffs on nearly all major trading partners. Trump unveiled a 10% across-the-board tariff and additional “reciprocal” tariffs on countries that... more
Flash Commentary: Market Pessimism and the Importance of Staying Invested
Recent market swings have highlighted a gap between how investors feel and how markets have performed. As the famous Warren Buffett quote suggests, it has often been... more