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Our Blog: The Last Four...

  1. September 29, 2025

    As we turn the corner into Q4, the economic data paints a story of contrasts and transitions—a “two-speed economy” where consumers continue to spend, yet job growth is faltering.  It’s a balancing act that will define the year-end and set the stage for 2026.   Take… More >>

  2. September 22, 2025

    Last week, the Federal Reserve delivered its long-awaited rate cut — the first in over a year. Normally, that kind of shift would send long-term yields lower.  Instead, the 10-Year Treasury Yield rose.  At first glance, it’s a paradox. But when you dig into the Fed’s… More >>

  3. September 15, 2025

     When we talk about “asset holders,” it’s not just the ultra-wealthy—it’s anyone who owns assets, has liquidity, and benefits from policy tailwinds, including those that have a 401k. With a rate cut expected this week, the scorecard is about to tilt even further in their… More >>

  4. September 8, 2025

      Every cycle seems to hand us a phrase that captures the tension of the moment. In the early 1990s, it was the “Jobless Recovery.” In the late 1990s, it was “Irrational Exuberance.” Today? We may be living through the “Bend but Not Break” economy. Jobs are faltering,… 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.