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Our Blog: The Last Four...

  1. 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 >>

  2. July 7, 2025

    We wrapped up one of the most consequential periods for U.S. equities. The S&P 500 recovered all its losses in the quarter and then some, rising 30% from the April 7th lows.1 In fact, it’s one of the most rapid recoveries since 1950, with a 1.6 month bear market, no… More >>

  3. June 30, 2025

    The S&P 500 hit an all-time high coming off a near bear market drawdown of 18.9% just a few months ago. In fact, it happened in record time.1 Now you might be thinking, “is the other shoe about to drop?”  Well, historically these rapid recoveries have some legs to… More >>

  4. June 23, 2025

    Geopolitical events took a turn for the worse over the weekend with the US bombing of Iran nuclear enrichment facilities. It’s hard to say what the ramifications and consequences of another Middle East conflict will be for the United States. Equity markets will… 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.