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Our Blog: The Last Four...

  1. August 4, 2025

    As expected, last week’s data dump told us a great deal about the Trump economy. On the one hand, the U.S. economy grew at a solid 3% pace in Q2. Most of that growth was driven by a significant adjustment to trade, which added considerable momentum. Notably, the… More >>

  2. July 28, 2025

    This week isn’t just busy—it’s defining. From the Federal Reserve’s rate decision to a crush of earnings from the most influential names in the S&P 500, markets are heading into what could be the most consequential stretch of the summer. With economic data, earnings,… More >>

  3. July 21, 2025

    What productivity, inflation, and the consumer are telling investors right now. It’s easy to stay skeptical in a noisy world. But sometimes, the most bullish signals are the quietest. Zoom out, and a compelling picture emerges: recession fears are retreating,… More >>

  4. July 14, 2025

    Just as equity markets hit all time highs after recovering from the tariff threats in April, we have tariff threats 2.0. This time it’s a 30% tariff on the European Union and Mexico, two of the countries we have large trade deficits with. Oddly enough, the U.S. has… More >>

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We’ve been a leader in the financial services community since 1994, with a client list that includes many successful business owners, CEOs, and individuals as well as foundations and endowments. In fact, our first client is still a client.

The reason we’ve been so successful is our independent investment philosophy, which treats each client uniquely.