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Our Blog: The Last Four...

[Blog Archive]
  1. October 14, 2024

    It Takes Some Courage

    The S&P 500 touched another record high last week, marking the 45th time it has set a record this year. Last week’s blog covered the topic of extreme pessimism. Really smart people can be seduced into pessimistic thinking even when the only logical reaction should be… More >>

  2. October 7, 2024

    Is Optimism Rational?

    The world is grappling with a series of challenges: Escalating wars in the Middle East and Ukraine, a cataclysmic hurricane in the Southeast, and the uncertainty surrounding the upcoming Presidential election. For investors, it feels like scaling a wall of worry. While… More >>

  3. September 30, 2024

    Looking Ahead

    Equity markets maintained their upward momentum in the third quarter. For the first time in several quarters, large cap core outperformed growth. As interest rates began to decrease, we witnessed a tech sector recovery late in the quarter. This rate reduction also boosted… More >>

  4. September 23, 2024

    Are We Too Late?

    The Federal Reserve's much-anticipated interest rate cut materialized last week. The Fed slashed rates by 50 basis points (bps) and signaled more reductions on the horizon. The Federal Reserve Board's rate-setting committee provided some forward guidance: an additional 50… More >>

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