Featured Post Market Commentary

Message From the CEO

I want to start by thanking Linda for her last 10 years at our helm, highlighted by our regained independence as a 100% employee owned firm and the ushering in of the firm’s next generation of investm...
Read More
Market Commentary

Rallying Into 2020

Early in the new year, after experiencing strong gains in their U.S. stock portfolios in 2019, investors saw geopolitical risk pulled into the spotlig...
Read More
Market Commentary

Market Outlook

Uncertainty works well as a theme for any stock market outlook written at any time. It always exists, as the economy, geopolitics, and many other key ...
Read More
Market Commentary

Playing Defense

With summer vacation season coming to a close, the stock market back within striking distance of its highs after a bout of volatility early in the yea...
Read More
Grow Wealth

Corporate Tax Reform and the Pursuit of Value

One of the most widely accepted principles of investing is that the intrinsic, or fundamental, value of an investment equals the present value of all ...
Read More
Market Commentary

Market Outlook

As the saying goes, "happiness is a function of reality exceeding expectations.” In other words, we are happiest when outcomes turn out better than we...
Read More

Stay Connected