April 2019

April 2019

Over the last few years, we have been describing the hyperactive U.S. equity market as the adolescent in the room – and characterizing the seemingly immoveable U.S. Treasury market as the grownup. After a 2016 U.S. election that promised tax cuts and reduced...
Planning for the year ahead, financially

Planning for the year ahead, financially

While 2018 was a turbulent time for a variety of reasons, it is important to remember that every new year brings new opportunities. And while it may only be March, it is never too soon to start planning how you will budget and invest over the next 9 months. Many have...
January 2019

January 2019

Where do we go from here? With one year ending and another beginning, there are expectations of enlightenment. As the calendar turns, we believe we can briefly pause, reflect, and offer wisdom that was not present previously. In reality, successful investing is about...
The Climate Report, COP24, and Why it Matters

The Climate Report, COP24, and Why it Matters

Unless you were paying close attention, you may have missed it. It came and went through the 24-hour news cycle and drifted out of the public discourse in a flash like other information not directly related to the White House. The United Nations Intergovernmental...