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Our Blog: The Last Four...

  1. April 24, 2017

    On the back of the completed first round of the French election, markets both in the United States and abroad are having a great day.  Polling seems to show an improving lead for Emmanuel Macron over Marine Le Pen, which has certainly sparked another advantage for… More >>

  2. April 17, 2017

    It may come as a surprise to those who don’t follow the ups and downs of the stock market on a regular basis, but since the Federal Reserve raised the Federal funds rate three times since December 2015, long-term interest rates have dropped. That’s right – what was… More >>

  3. April 10, 2017

    Simmering behind the political intrigue of our fiscal stimulus narrative, and the reassertion of the U.S. military presence in the world as a force for good, lays a hidden paradox: conflicting signals for market growth. According to Moody’s Analytics, the latest… More >>

  4. April 3, 2017

      It’s official.  We have concluded the first trading day of the second quarter in 2017.  We would like to take this opportunity to present you with our Q2 2017 Look Ahead. For a PDF, click here. For our audio and video presentation, click here. Below, we’ve highlighted… 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.