October 2023

October 2023

Over nearly 15 years, investors have grown accustomed to a “new normal” of zero interest rate policies. These policies, when first initiated in response to the Global Financial Crisis, were an emergency remedy for economic collapse. Aging populations, subpar...
Resources for Racial Justice and Black Allyship

Resources for Racial Justice and Black Allyship

As a firm with economic, social, and governance (ESG) principles at its core, we are deeply saddened and upset by the ongoing injustices our Black family and friends continue to endure. The past weeks have led to a movement of intolerance for racism and brutality and...
July 2023

July 2023

Apropos of a stock market that has become fascinated with the potential of artificial intelligence (AI), Paul McCartney announced last month that the Beatles had come together one last time—through the miracle of AI—to record “the final Beatles record.” While we will...
January 2023

January 2023

Since the onset of COVID-19, it has been hard to know what normal really is in the world, let alone in the financial markets. By locking down the U.S. economy in 2020, the government intentionally created a recession—which they then helped alleviate by lowering...
October 2022

October 2022

We have been consistent with our advice this year that investors will need to remain patient in this post-pandemic period as multiple factors roil global markets and slow global economic growth. We see a likelihood of a recession in Europe and increasing odds that...